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ETFs MADE SIMPLE

Everything you need to know

01

What is an ETF?

Exchange Traded Funds (ETFs) are a type of investment fund that can be bought and sold on the stock exchange, just like any other share. ETFs are diversified, liquid, transparent and accessible to all investors.

An ETF typically replicates an equity index composed of publicly-listed companies (e.g. the S&P 500). It does this by investing in each company within the index in the same proportions in which they’re represented by the index.

02

Why buy an ETF?

Here at Rize ETF, we believe ETFs are the most cost-effective way of gaining investment exposure to the megatrends shaping our world. Here’s why.

Access
Investors benefit from access to companies listed on global stock exchanges via a single purchase of the ETF in their local currency and market.
Liquidity
ETFs trade throughout the day, unlike typical investment funds. This means investors can enter and exit their investments at any point throughout the trading day.
Diversification
ETFs provide diversified exposure to investment themes. For example, our medical cannabis ETF provides exposure to publicly-listed companies around the world that are involved in the medical cannabis industry.
Transparency
We publish full portfolio holdings for all our ETFs on a daily basis, so investors can see exactly what they’re invested in.

03

What is an Index?

Each of our ETFs replicates a purpose-built index that has been constructed in partnership with a dedicated thematic research house who are responsible for identifying all of the companies that make up that theme (e.g. the medical cannabis theme/sector). We aim to give investors unprecedented access to the megatrends of tomorrow.

04 ETF Risks

Capital at risk. All financial investments involve an element of risk. Therefore, the value of an investment in an ETF and the income derived from it will vary over time and an investor may not get back the full amount originally invested.

As with all funds that are designed to track an index, an ETF’s performance may not match the performance of the index that it seeks to track. Also, if the index provider stops calculating the index tracked by the ETF or if the ETF’s license to track the index is terminated, the ETF may have to be closed.

Our ETFs have exposure to various currencies, The value of investments involving exposure to foreign currencies can be affected by exchange rate movements.

Third party service providers (such as the ICAV’s depositary) may go bankrupt and fail to pay money due to the ETF or return property belonging to the ETF.

It may not always be possible to buy and sell the ETF’s shares on a stock exchange or at prices closely reflecting the ETF’s net asset value.

05 How can you buy our ETFs?

If you’re an individual investor, you can buy our ETFs through a number of established retail brokers, robo-advisers and platforms – Please click “How to Buy” below for a full list.

What do I do if my platform / broker is not listed below?

If your broker / platform is not listed below, that does not mean that our ETFs are not available from them. We just might not have got round to adding them to our list! So please first do a quick search on your platform for the ETF name or ISIN code to check if the ETFs are available.

What do I do if the ETF is not available through my platform / broker?

Don’t worry, it is quick and easy to get our ETFs added. Simply contact your broker / platform, provide them with the ETF names and ISIN codes and ask them to add our ETFs.

How to Buy

06 Costs

Our ETFs provide investors with cost-effective access. They carry a fixed management fee, referred to as the “Total Expense Ratio” (TER), calculated as a percentage of the overall value of the ETF on an annualised basis. The ETFs will also pay transaction charges relating to periodically buying and selling the companies in the tracked index. Investors purchasing our ETFs via a stock exchange also pay a “bid-offer” spread that reflects the difference between the buying and selling price. The broker or platform through which you manage your investments in our ETFs may also charge you certain fees as they do when you buy, sell and hold shares in ordinary companies.

Contact Us

Please note that we do not provide investment advice and we will only respond to general enquiries. We will not respond to any queries related to your individual circumstances. Individual investors are required to contact their professional adviser/broker for any investment related queries.

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