Defense, AI & Infrastructure UCITS ETF

Issuer: HANetf
Asset Class: Equity
TER: 69bps
Trading Currency: USD
Pays Income: False
Listing Date: 10 Apr 2026
Ticker: AIPO
ISIN: IE000WUTBLT5
This actively managed fund offers exposure to the critical intersection of defense, artificial intelligence, and essential infrastructure. The strategy is designed to capitalize on long-term structural trends, including heightened geopolitical tensions, the accelerating digital transformation of industries, and significant government and private sector investment into national security and modernization. It targets companies at the forefront of developing next-generation solutions in areas such as advanced defense systems, AI-powered analytics, cybersecurity, and the build-out of resilient physical and digital networks, aiming to capture growth from these interconnected and high-priority sectors.

The portfolio consists of companies that are leaders or disruptive innovators in aerospace and defense, AI software and hardware, cybersecurity, and infrastructure development. This includes firms involved in satellite technology, robotics, cloud computing, and smart grid technology. By concentrating on these themes, the investment provides access to industries characterized by high growth potential, often supported by long-term government contracts and significant barriers to entry. The active management approach allows for dynamic portfolio adjustments, enabling the fund to navigate the rapidly evolving technological and geopolitical landscape and seek out the most compelling opportunities across these converging themes.

This investment represents a targeted approach to participating in the growth of foundational pillars for modern economies and national security. The convergence of artificial intelligence with defense and infrastructure creates a powerful secular growth story, as nations and corporations globally prioritize security, efficiency, and technological superiority. The sustained demand for the products and services offered by the underlying companies positions this fund as a compelling option for investors seeking long-term capital appreciation from these critical and innovative sectors.

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