Rize (CIRC) Circular Economy Enablers UCITS ETF

The Rize Circular Economy Enablers UCITS ETF (CYCL) seeks to invest in the leading enabling companies that potentially stand to benefit from our transition to a more circular economy. These are companies that view the shift to a circular economy as a means of achieving truly sustainable growth by decoupling productive economic activities from the linear consumption of the Earth’s finite resources and thereby reducing pressure on our ecosystems and environment. These are companies that are making a substantial contribution to “The Transition to a Circular Economy” objective of the EU Taxonomy of Sustainable Activities, either through their own Circular Products and Services or through Enabling Products and Services that support (i.e. enable) other companies (i.e. industry practitioners) to enhance circularity within their own business models. CYCL seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Foxberry SMS Circular Economy Enablers Index.

• Leverage100
• Currency hedgingNo

• Value Assessment review date13 December 2024
• Value Assessment next review date31 December 2025
• Is Assessment of Value required under COLL?Yes
• Outcome of COLL Assessment of ValueCharges are justified based on the results of the assessment, or based on assessment against initial product design if an assessment not yet due
• Outcome of PRIN Value Assessment or review -
• Other review related to value and or charges -
• Further information-