New Listing

Rize ETF unveils sustainable infrastructure and US impact ETFs

Both ETFs are categorised as Article 9 under SFDR

Jamie Gordon

a man kneeling on a ladder on a solar panel

Rize ETF has expanded its range with the launch of global sustainable infrastructure and US environmental impact ETFs.

The Rize Global Sustainable Infrastructure UCITS ETF (NFRA) and Rize USA Environmental Impact UCITS ETF (LUSA) are listed on Deutsche Boerse and London Stock Exchange with ongoing charges figures (OCFs) of 0.45%. They will list on the SIX Swiss Exchange in due course.

NFRA tracks the Foxberry SMS Global Sustainable Infrastructure index of 73 companies involved in the development of the environmental and social infrastructure needed for the transition to a greener economy.

This includes industries such as telecoms, water utilities, renewable energy utilities, data centres, toll roads, freight rail, ports, healthcare, homes for the elderly, airports and waste management.

Rahul Bhushan, co-founder and Director of Rize ETF, said: “NFRA enables traditional ETF investors to access global infrastructure in a way that balances economic, environmental and social objectives.

"It enables sustainable/impact ETF investors to access an Article 9 solution with a novel and first-of-its-kind sustainability framework for infrastructure which is rooted in the EU Taxonomy and the UN SDGs."

LUSA tracks the Foxberry SMS USA Environmental Impact index which offers exposure to 77 US companies looking to tackle the world’s environmental challenges.

In particular, it seeks to address six environmental challenges set out in the EU Taxonomy.

This includes companies involved in renewable energy generation and storage, hydrogen and alternative fuels, energy efficiency, green transport, climate resilience, clean water, the circular economy, pollution control and nature-based solutions.

Both ETFs are categorised Article 9 under the Sustainable Finance Disclosure Regulation (SFDR). 

Stuart Forbes, co-founder and director of Rize ETF, commented: “For quite some time, we have firmly believed that regionalising thematic ETF exposures is essential, as it empowers investors to express more precise views. This approach also enhances the utility and functionality of such investments within portfolios.

"With the momentum currently driving the green transition in the US, evident through significant legislative bills like the Energy Act, Infrastructure Investment and Jobs Act, CHIPS and Science Act and the Inflation Reduction Act, LUSA can seize the multitude of investment opportunities emerging in this sector.”

The new strategies mark just the latest expansion of Rize ETF’s thematic ESG roster after the firm launched the Rize Circular Economy Enablers UCITS ETF (CYCL) in May.

Outside of impact themes, Rize ETF unveiled its Rize Pet Care UCITS ETF (PETZ) and Rize Emerging Markets and Ecommerce UCITS ETF (EMRI) last April.

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