High Conviction: ADD to DFND ETF

DFND gives investors exposure to a portfolio of listed global companies involved in the military or defence industries. DFND aims to provide investment returns before fees and other costs which track the performance of the Index.

Targeted exposure to global defence

Exposure to the largest global companies involved in aerospace & defence, research & consulting, application software and electronic equipment & instruments, that are typically under-represented in benchmarks.

Advancing technological innovation

The defence industry is at the forefront of technological innovation and development as governments require specialised hardware and software creating demand for new technologies including AI and cyber security capabilities.

Supported by rising government defence budgets

An investment in opportunities beyond our borders, with revenues that are not necessarily correlated to general economic cycles, but rather government spending

Trade Rationale

DFND has been one of the hottest trades this year as Governments around the world and especially Europe have dedicated more spending on Defense. We see no signs of this spending slowing down in the near future, so the trend that is firmly in place should keep going. With breaking news of Military strikes in the middle east today, we are looking to add more DFND to portfolios. Clients are already well positioned for this move with their Gold exposure, exisiting DFND position and high levels of cash

Trade Strategy

Add to DFND, buy up to $35.50

Disclaimer: The recommendation given is general advice only. It does not take into account your personal objectives, financial situation, or specific needs. This information should not be your sole resource when making such decisions. We strongly recommend you to seek the advice of financial, taxation, and legal professionals before finalising any investment decisions.

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