Australian (ASX) Stock Market Forum

FOOD - BetaShares Global Agriculture Companies ETF

Dona Ferentes

A little bit OC⚡DC
Joined
11 January 2016
Posts
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I have been looking for a soft commodity exposure, but can't find an Aussie exposure to commodity prices,. However, this ETF goes some of the way.

Funds are low $25M
MER is high 0.57%

Top 10 holdings
DEERE & CO9.6
ARCHER-DANIELS-MIDLAND CO8.1
KUBOTA CORP8.1
NUTRIEN LTD7.8
TYSON FOODS INC5.3
BRENNTAG AG3.6
MARUBENI CORP3.6
HORMEL FOODS CORP3.5
MOSAIC CO/THE3.2
FMC CORP3.1


Sector Allocation​

Packaged Foods & Meats 31.3%
Fertilizers & Agricultural Chemicals 19.5%
Agricultural & Farm Machinery 18.8%
Agricultural Products 16.2%
Trading Companies & Distributors 10.9%
Personal Products 1.8%
Biotechnology 1.3%
Pharmaceuticals 0.3%

One year returns look OK
1614566241682.png
 
I have been looking for a soft commodity exposure, but can't find an Aussie exposure to commodity prices,. However, this ETF goes some of the way.

Funds are low $25M
MER is high

One year returns look OK
The last CY has been sideways. I guess that's to be expected from a composite of themes and companies.

not for me, I decided.
Screenshot_20211217-195533~2.png
 
The last CY has been sideways. I guess that's to be expected from a composite of themes and companies.

not for me, I decided.

I added this to my watch list today. I was actually looking for a water ETF, but can't find one.
 
I added this to my watch list today. I was actually looking for a water ETF, but can't find one.
Must mean something..but what? i saw my heavy rff down this morning and googled again agri etf..and added a parcel of FOOD.just playing the Reset and moronic scare agenda.
And tonight i realised it is attracting attention.must be good.. but i am in so beware?
 
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