TMX VettaFi Head of Index Product Strategy Jane Edmondson talked with Proactive about the expansion of the firm's defence-focused ETF lineup, following the success of the NATO Future of Defence UCITS ETF in Europe.
Edmondson highlighted the recent launch of the ARMY UCITS ETF, which targets increased European defence spending, driven by NATO’s revised mandate of 5% of GDP and the EU's Rearm Europe initiative. “ARMY is 90% European NATO country members,” she said, explaining its focus on cyber defence, AI, quantum tech, drones and infrastructure.
She also discussed the launch of the Future of Defence Indo-Pacific ex-China UCITS ETF (ISE:QUAD), which covers the Indo-Pacific excluding China, offering exposure to countries like Japan, South Korea, India, and Australia. The region is seeing rising geopolitical tensions and strategic shifts toward defence autonomy and modernisation. “India is now the biggest spender in the region at 57 billion,” Edmondson noted, with other nations increasing their budgets significantly as well.
The ETFs reflect a wider global rearmament trend and present thematic opportunities for investors. All three funds have shown strong early returns and are positioned to benefit from sustained defence investment.
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