Rize ETF rolls out two thematic Article 9 strategies

Rize Global Infrastructure and Rize USA Environmental Impact UCITS ETF

ETF, exchange-traded fund an investment fund traded on stock exchanges concept, multi color arrows pointing to the word ETF at the center of black cement chalkboard wall.


Christian Mayes

Thematic investment firm Rize ETF has rolled out the Rize Global Infrastructure UCITS ETF and Rize USA Environmental Impact UCITS ETF.

The SFDR Article 9 funds are listed on the London and Frankfurt stock exchanges, while they are set to launch on the SIX Swiss Exchange “in the coming weeks”.

Rize Global Sustainable Infrastructure ETF aims to invest in companies involved in maintaining and upgrading global sustainable infrastructure, as well as companies developing new infrastructure as part of the energy transition.

Meanwhile, Rize USA Environmental Impact invests in US firms which contribute to the six environmental objectives of the EU taxonomy.

The fund utilises an investment strategy developed alongside Sustainable Market Strategies, which deconstructs the six objectives into investment sub-sectors including renewables, energy efficiency, hydrogen and alternative fuels, clean water, electric vehicles and the transition to a circular economy.

The strategies come with a 0.45% ongoing charges figure (OCF).

The launches expand Rize’s total ETF range to 11, which now includes six Article 9 strategies.

This article first appeared on ESG Clarity’s sister title Portfolio Adviser.

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