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FOOD - BetaShares Global Agriculture Companies ETF

Dona Ferentes

Did the Thessalonians write back?
Joined
11 January 2016
Posts
20,109
Reactions
27,734
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
 
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.
 
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?
 
& have not given FOOD another thought
View attachment 190459

I looked at this many years ago, thought it had potential because of possible food shortages but it never took off. Science and research keep helping us to increase food production and supply. There’s just too many options, too many choices, too many companies.
 
as a home for multinationals, rather than soft commodities, it's not surprising that FOOD got thumped with all the talk on tariffs

 
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