LUX Profile
The Tema ETF Trust - Tema Luxury ETF is designed to provide investors with exposure to the luxury sector by investing in high-end, globally recognized brands. Under normal market conditions, the fund allocates at least 80% of its net assets, including any investment borrowings, into common and preferred stocks of publicly listed companies featured in prominent global luxury indices. These indices, such as the S&P 500 Global Luxury Index or similar benchmarks, are specifically curated to represent the leading players in the luxury market.
The fund focuses on capturing the growth potential of companies that are involved in the production and sale of luxury goods and services. This includes sectors such as high-end fashion, luxury automobiles, premium cosmetics, and upscale leisure and hospitality. By investing in these sectors, the fund aims to leverage the market trends and consumer spending patterns associated with the affluent demographic.
Investments are selected based on their inclusion in recognized luxury indices, which are designed to track the performance of top-tier luxury brands across various global markets. The fund’s strategy is to hold a diversified portfolio of stocks from these indices, though it is classified as non-diversified, focusing on a specific sector rather than a broad market spectrum. This targeted approach allows investors to concentrate their exposure to luxury equities while potentially benefiting from sector-specific growth opportunities.
The Tema Luxury ETF offers a way for investors to participate in the performance of leading luxury brands and capitalize on the sector's growth dynamics. By aligning its investment strategy with established luxury indices, the fund provides a focused investment vehicle for those seeking to tap into the high-end consumer market's potential, offering both a high-quality investment profile and an exposure to premium global brands.
|
