Key stats
About Tema Obesity & Cardiometabolic ETF
Expense ratio
0.75%
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Inception date
Nov 21, 2023
HRTS seeks long-term capital growth by targeting 15 to 100 pure-play companies at the forefront of combating diabetes, obesity, and cardiovascular diseases. This includes companies engaged in pharmaceuticals, emerging biotech, medical device, and healthcare service providers. The philosophy revolves around identifying growth opportunities within the thematic universe, employing a dual-pronged approach involving top-down fundamental sector research and quantitative tools, as well as bottom-up security analysis considering valuation multiples, fundamental metrics, and a detailed research profile of each company. As part of the strategy, ESG factors are integrated to maximize returns and control risks. It utilizes a thorough analysis approach that combines internal research, external resources, and thematic strategies to pinpoint attractive investment opportunities. While holdings may include global stocks, a significant portion is expected to be directed toward the US and Europe. The fund may enter lending transactions.
Classification
What's in the fund
Exposure type
Health Technology
Stock breakdown by region