HANetf (Unlisted (UK):Han) co-CEO Hector McNeil joined Proactive's Stephen Gunnion to make the case for the Ukraine Reconstruction UCITS ETF (LSE:KYIV, LSE:UKRN, XETRA:UKRN), targeting what he sees as one of the most significant investment opportunities of the decade.
With reconstruction costs estimated at over $500 billion, the ETF offers diversified exposure across four pillars - industrial resilience, infrastructure, energy and defence - including a fast-track mechanism to add Ukrainian companies as domestic capital markets reopen.
McNeil described Ukraine's future economy as potentially "like Israel on steroids," combining strong tech capabilities with massive international investment. He argued that waiting for peace could mean missing the move, suggesting the time to position is now before markets fully price in the recovery.
Watch the full interview to understand how the Ukraine Reconstruction UCITS ETF is structured and what it could mean for investors looking at post-war recovery themes.
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