WisdomTree Asia Pacific ex-Japan Defence UCITS ETF - USD Acc
| Issuer: WisdomTree |
| Asset Class: Equity |
| TER: 45bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 01 Apr 2026 |
| Ticker: WDAF |
| ISIN: IE000017NMH7 |
Amid a backdrop of rising geopolitical tensions and shifting global alliances, nations across the Asia-Pacific region are significantly increasing their defence expenditures. This fund offers a targeted approach to capitalize on this long-term structural trend by investing in companies poised to benefit from growing military budgets and strategic modernization programs. The portfolio focuses on firms operating in the defence, cybersecurity, and aerospace sectors within the Asia-Pacific area, excluding Japan. The investment thesis is anchored in the belief that heightened regional security concerns will continue to fuel substantial government investment in advanced defence capabilities for years to come.
The product is actively managed, which allows the portfolio managers to dynamically select companies they identify as having strong growth potential and strategic importance within the defence industry's value chain. This active strategy enables the fund to adapt to the evolving security landscape, technological advancements in warfare, and changes in government procurement priorities. By concentrating on key markets such as Australia, South Korea, Taiwan, and India, the fund provides exposure to the core of the region’s military expansion and technological innovation, offering a more nuanced and focused investment than a broad global defence fund.
For investors looking to add thematic diversification to their portfolio and gain exposure to a non-cyclical industry driven by long-term geopolitical imperatives, this instrument presents a unique opportunity. It can serve as a potential hedge against global instability, as defence spending often remains resilient or even increases during periods of uncertainty. As an accumulating share class, any dividends paid by the underlying companies are automatically reinvested, facilitating the potential for compounded growth over the long term.
The product is actively managed, which allows the portfolio managers to dynamically select companies they identify as having strong growth potential and strategic importance within the defence industry's value chain. This active strategy enables the fund to adapt to the evolving security landscape, technological advancements in warfare, and changes in government procurement priorities. By concentrating on key markets such as Australia, South Korea, Taiwan, and India, the fund provides exposure to the core of the region’s military expansion and technological innovation, offering a more nuanced and focused investment than a broad global defence fund.
For investors looking to add thematic diversification to their portfolio and gain exposure to a non-cyclical industry driven by long-term geopolitical imperatives, this instrument presents a unique opportunity. It can serve as a potential hedge against global instability, as defence spending often remains resilient or even increases during periods of uncertainty. As an accumulating share class, any dividends paid by the underlying companies are automatically reinvested, facilitating the potential for compounded growth over the long term.
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