abrdn Future Raw Materials UCITS ETF USD Acc (ARAW)

Profile

https://oci-global.com

The abrdn Future Raw Materials UCITS ETF USD Acc is an actively managed exchange-traded fund designed to generate long-term growth over five years or more by investing primarily in global companies aligned with the Future Raw Materials theme. It targets equities and equity-related securities of firms worldwide, including emerging markets, where at least 50% of revenue derives from extracting and processing critical minerals like copper, nickel, lithium, aluminium, and rare earth elements. These materials power clean-energy technologies such as electric vehicles, batteries, wind turbines, solar panels, and data centers supporting AI and infrastructure upgrades. Employing a hybrid approach, the fund blends fundamental research from abrdn's Active Equities team—which identifies high-demand minerals amid supply constraints—with quantitative optimization by the Quantitative Investment Solutions team for portfolio construction, ensuring diversification across minerals, liquidity, and ESG screening. Domiciled in Ireland as a UCITS-compliant sub-fund of abrdn III ICAV, it features a 0.45% total expense ratio, quarterly rebalancing, and accumulating distribution policy in USD. With a concentrated focus on small- and mid-cap miners and processors, it offers targeted exposure to the raw materials surge driven by the shift from fossil fuels to renewables and digital innovation, starting from its inception in May 2025.