WUGIEsoterica NextG Economy ETF
WUGI Fund Description
WUGI is an actively-managed portfolio of global companies involved in the 5G-enabled digital economy.
WUGI Factset Analytics Insight
WUGI is the first actively-managed ETF that invests in the 5G-enabled digital economy. The fund has exposure to firms of any market cap from both developed and emerging countries. The 5G digital economy involves both producers of the 5G technologies and their end-users like e-commerce companies. These are the firms anticipated to benefit the most from the adoption of 5G technology. WUGI uses internal and external research to select companies from the following three groups: Infrastructure - focused in 5G communication infrastructure network including transmission, and radio access network, or cloud computing infrastructure, Edge Devices - focused on access of 5G networks by end users, such as cellular phone and baseband processor, and Services - involved in video streaming, cloud gaming, autonomous driving, AR/VR, IoT and remote surgery. The fund adviser selects stocks with the best risk-reward opportunities using a “top-down” and “bottom-up” approach.
WUGI MSCI ESG Analytics Insight
Esoterica NextG Economy ETF has an MSCI ESG Fund Rating of A based on a score of 7.11 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Esoterica NextG Economy ETF ranks in the 70th percentile within its peer group and in the 81st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WUGI Portfolio Data
WUGI Index Data
WUGI Portfolio Management
WUGI Tax Exposures
WUGI Fund Structure
WUGI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WUGI. WUGI is rated a 4 out of 5.
WUGI Economic Development
WUGI Performance Statistics
WUGI MSCI ESG Ratings
WUGI Benchmark Comparison Summary
WUGI Benchmark Comparison Market Cap Size