Looking to Invest in Healthcare Innovation?

The Tema GLP-1, Obesity and Cardiometabolic ETF (HRTS) seeks to invest in groundbreaking weight loss drug and obesity companies

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>1 Billion Obesity Individuals Globally1

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<2% Obesity Patients Treated Today2

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Heart Disease is #1 Cause of Death3

HRTS ETF

Share Price:

$32.03

December 05, 2024

Top Holdings:

Since inception, the Tema GLP-1, Obesity and Cardiometabolic ETF (HRTS) has outperformed some of its largest peers.

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HRTS = Tema GLP-1, Obesity & Cardiometabolic ETF  | NBI = Nasdaq Biotechnology Index | IBB = Ishares Biotechnology ETF | ARKG = Ark Genomic Revolution ETF

Past performance is no guarantee of future results. The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made solely on returns. The ETFs shown are not meant to be a representative sample of all comparable ETFs. For standardized performance current to the most recent month end for RSHO, please click here. All funds shown are managed differently and do not react the same to economic or market events. The investment objectives, strategies, policies or restrictions of other funds may differ, and more information can be found in their respective prospectuses. Therefore, we generally do not believe it is possible to make direct fund comparisons in an effort to highlight the benefits of a fund versus another. More information regarding the differences in these ETFs investment strategies is available by click here. Source: Bloomberg.

$HRTS

GLP-1, Obesity & Cardiometabolic ETF

The actively managed Tema GLP-1, Obesity & Cardiometabolic ETF seeks to provide long-term growth of capital by investing in companies leading the fight against obesity and cardiometabolic diseases. HRTS can be used as a healthcare ETF or biotech ETF in a portfolio allocation.

How to Invest

Outline

Our ETFs can be purchased at most online brokerages or with access to U.S. stock exchanges.

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Speak with your trusted financial professional to explore how Tema ETFs may fit with your investing objectives.

Potential Benefits of ETFs

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Like Stocks

ETFs trade throughout the day just like stocks do

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Lower Fees

On average, ETFs have lower management fees than mutual funds

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Tax

Tax efficiency

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Diversified

ETFs offer access to a diversified basket of securities packaged into one investable product

HRTS Portfolio Manager

David
David K. Song, MD, PhD, CFA

20+ years of healthcare investment experience

Led healthcare and biotechnology investment teams at Rockefeller Capital Management, Millenium and Balyasny.

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Studied Economics & Biochemistry at Yale, has a Medical degree from the University of Pennsylvania and a PhD in health economics from Wharton.

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How does the Tema HRTS ETF fit in a portfolio?

Investment Style Box

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Source: Tema. The investment style Box reveal’s a fund’s investment strategy by showing its investment style and market capitalization based on the fund’s portfolio holdings.

Potential Portfolio

Equity Allocation

3-5%

Equity Satellite

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HRTS ETF

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Equity core

Where could a position be funded from?

  • Could be a more targeted alternative to existing healthcare or biopharma exposure in a portfolio.
  • Provides a balanced exposure across key technologies and company risk profiles.
  • Could replace a satellite or a growth-oriented position.
Footnotes

1) Obesity Atlas, 2023.

 

2) Novo Nordisk Research Foundation, 2023.

 

3) Goldman Sachs Research, 2023.