1 October 2024 – Trading and investing platform eToro and investment management firm ARK Invest have partnered to launch a technology and innovation focused portfolio on the eToro platform, enabling its users to invest in the companies pioneering the groundbreaking technologies which are shaping our future.
The Smart Portfolio, named ARK-FutureFirst, focuses on investing in innovative companies across technology, healthcare and sustainability, aiming to achieve high growth while addressing critical global challenges.
The ARK-FutureFirst portfolio is fully invested and allocated equally across seven of ARK Invest’s UCITS exchange-traded funds (ETFs), which back innovative companies that are demonstrating potential for significant growth in three areas:
- Disruptive innovation: including AI, robotics and public blockchains, which are offering transformative potential and exponential growth opportunities;
- Healthcare innovation: including multiomic sequencing and gene editing, which are transforming healthcare by enabling personalised medicine, early disease detection, and more effective treatments;
- Sustainability innovation: including renewable energy, energy efficiency, the transition to a sustainable food system, and the circular economy, which are driving significant environmental impact and promoting a more sustainable future.
The full portfolio allocation can be found here.
Cathie Wood, Founder and CEO of Ark Invest said:
“We are thrilled to partner with eToro to launch a new model portfolio centered around three key areas that we believe are poised for transformative growth: Technological Innovation, the Sustainable Revolution, and Healthcare Disruption.
“As more investors around the world are gaining access to ETFs via the growth of digital platforms, we are excited that this partnership will enable us to introduce some of our best ideas and original strategies at ARK Invest Europe to eToro’s 38 million retail investors.”
James Thomas, Head of European Sales at ARK Invest adds:
“Over the last few months, we’ve been actively working with partners to develop a number of model portfolio solutions tailored to European investors and their desire for access to both innovation and sustainability/impact themes respectively, which reflect each of our two business pillars at ARK Invest Europe under the ‘ARK Invest’ and ‘Rize ETF’ branded sub-suites respectively. We look forward to developing further partnerships with industry leaders, like eToro, who are dedicated to bringing future-focused investment solutions to their customers.”
Gil Shapira, Chief Investment Officer at eToro said:
“We’re excited to partner with ARK Invest to bring this new portfolio to retail investors around the world. The ARK team has built a prestigious reputation for its original research and portfolio management expertise. With the ARK-FutureFirst portfolio, eToro users can seek growth through truly long-term, cross-sector trends that are predicted to not just shift markets but the world for decades to come.”
eToro’s range of Smart Portfolios offer long-term exposure to various market themes. Bundling together several ETFs under a defined methodology, and employing a passive investment approach, they provide long-term investment solutions that offer diversified exposure. Initial investment starts from USD$500 and any investor can access tools and charts to track the portfolio’s performance, while eToro’s social feed will keep them up-to-date on developments in the sector.
**ENDS**
Notes to Editors
The ARK-FutureFirst portfolio is not available to eToro users based in the US.
eToro Contacts:
ARK Invest Contacts: Cornerstone Comms: Richard Acworth/ Ben Larter: Tel: 07917 080 365 or 07825 880 830 richard@cornerstonecomms.co.uk / ben@cornerstonecomms.co.uk
About eToro:
eToro is the trading and investing platform that empowers you to invest, share and learn. We were founded in 2007 with the vision of a world where everyone can trade and invest in a simple and transparent way. Today we have over 38 million registered users from 75 countries. We believe there is power in shared knowledge and that we can become more successful by investing together. So we’ve created a collaborative investment community designed to provide you with the tools you need to grow your knowledge and wealth. On eToro, you can hold a range of traditional and innovative assets and choose how you invest: trade directly, invest in a portfolio, or copy other investors. You can visit our media centre here for our latest news.
About ARK Invest:
ARK Invest Europe (previously “Rize ETF”) is Europe’s first specialist thematic ETF issuer. As a subsidiary of ARK Investment Management LLC in the US, ARK invest Europe aims to establish a comprehensive ETF platform that showcases the firm’s expertise in both disruptive innovation and sustainability/impact through the “ARK Invest” and “Rize ETF” brand pillars respectively and across a blend of active and self-indexed strategies. Rize ETF was created in 2019 by thematic ETF pioneers Rahul Bhushan, Stuart Forbes, Anthony Martin and Jason Kennard, with the company’s first ETFs launching in February 2020. The founding team are a proven team of ETF experts with over 40 years of combined experience.
ARK Investment Management LLC, the parent company of ARK Invest Europe, is a federally registered investment adviser and privately held investment firm. Specialising in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world works. Through its open research process, ARK identifies companies that it believes are leading and benefiting from cross-sector innovations such as robotics, energy storage, multiomic sequencing (including genomic sequencing), artificial intelligence, and blockchain technology.
For further information, please visit https://europe.arkfunds.com.
Disclaimers:
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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Australia
Smart Portfolios are not exchange-traded funds or hedge funds and are not tailored to your specific objectives, financial situation and needs. Capital at risk. See PDS and TMD.
Europe
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
UK
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results.
UAE
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Regulation and License numbers
UK
eToro (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (“FCA”). Firm Reference Number: 583263. Registered in England under Company No. 07973792
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eToro (Europe) Ltd, is authorised and regulated by the Cyprus Securities Exchange Commission (CySEC) under licence number 109/10. Registered in Cyprus under Company No. HE 200585.
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Marketing Communication / Financial Promotion:
Communications issued in the European Economic Area (“EEA”): This marketing communication has been issued by IQ EQ Fund Management (Ireland) Limited (“IQ EQ”) acting in its capacity as management company of ARK Invest UCITS ICAV (“ARK Invest”). IQ EQ is authorised and regulated by the Central Bank of Ireland. IQ EQ is registered in Ireland with registration number 148223.
Communications issued in jurisdictions outside of the EEA: This marketing communication has been issued by ARK Invest International Ltd (“ARK UK”) which is an Appointed Representative of Aldgate Advisors Limited, a firm authorised and regulated by the Financial Conduct Authority (FCA FRN 763187). ARK UK is registered in England and Wales with registration number 11770079.
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Where past performance and projected performance information is shown, it must be noted that past performance and projected performance is not a reliable indicator of future performance. Simulated past performance does not represent actual past performance and is not a reliable indicator of future performance.
The Rize Cybersecurity and Data Privacy UCITS ETF replicates the Foxberry Tematica Research Cybersecurity & Data Privacy Index. An investment in the Fund involves significant risk and is subject to the volatility of technology stocks and exchange rate fluctuations and you may lose some or all of your capital.
The Rize Sustainable Future of Food UCITS ETF replicates the Foxberry Tematica Research Sustainable Future of Food Index. An investment in the Fund involves significant risk and is subject to the volatility of the food and agricultural sector and exchange rate fluctuations and you may lose some or all of your capital.
The Rize Environmental Impact 100 UCITS ETF replicates the Foxberry SMS Environmental Impact 100 Index. An investment in the Fund involves significant risk and is subject to the volatility of companies in the renewable energy, energy efficiency, electric vehicles, water, waste and recycling sectors and associated technologies.
The Rize Global Sustainable Infrastructure UCITS ETF replicates the Foxberry SMS Global Sustainable Infrastructure USD Net Total Return Index. An investment in the Fund involves significant risk and is subject to the volatility of companies involved in the renewable energy, energy efficiency, electric vehicles, water, waste and recycling sectors and associated technologies and emerging market political and economic risks.
The ARK Innovation UCITS ETF, ARK Artificial Intelligence & Robotics UCITS ETF and ARK Genomic Revolution UCITS ETF are actively managed funds an investment in which involves significant risk and is subject to the share price volatility of technology-focused companies, the risk of failure of new technologies to replace existing ones or to be approved by governments / regulators or to achieve their aim, the failure of individual companies to successfully capitalise on new technologies and reach profitability, competition, government intervention or excessive regulation, delays to approvals or lack of financial support; and legal attacks from competitors.
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The Funds referred to in this marketing communication are offered by ARK Invest UCITS ICAV (“ARK Invest”). ARK Invest is an open-ended Irish collective asset management vehicle which is constituted as an umbrella fund with variable capital and segregated liability between its sub-funds (each, a “Fund”) and registered in Ireland with registration number C193010 and authorised by the Central Bank of Ireland as a UCITS. ARK Invest is managed by IQ EQ Fund Management (Ireland) Limited (“IQ EQ”). The prospectus (including the Fund-specific supplements and other supplements), the KIIDs/KIDs the constitutional document of ARK Invest and the latest annual and semi-annual reports of ARK Invest, the latest Net Asset Values of the Funds and details of the underlying investments of the Funds (together, the “Fund Information”) are available at https://europe.ark-funds.com/. Any decision to invest must be based solely on the Fund Information. Investors should read the Fund-specific risks in ARK Invest’s prospectus, Fund-specific supplements and the KIIDs/KIDs. The indicative intra-day net asset values of the Funds are available at http://www.solactive.com.
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