Looking to Invest in Quality Businesses?

The Tema Monopolies & Oligopolies ETF (TOLL) aims to invest in quality companies with dominant and durable moats

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Companies with Dominant and Durable Moats

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Railroads, Tollroads, Aerospace, Financial Data

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Diversify Away from Tech Giants with Quality

TOLL ETF

Share Price

$33.53

November 13, 2024

Top Holdings:

Since inception, the Tema Monopolies & Oligopolies ETF (TOLL) has outperformed some of its largest peers.

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TOLL =  Tema Monopolies and Oligopolies ETF | MOAT = VanEck Morningstar Wide Moat 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 TOLL, 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.

$TOLL

Monopolies and Oligopolies ETF

The actively managed Tema Monopolies and Oligopolies ETF seeks to provide long-term growth by investing in companies operating in monopolistic industry structures, characterized by sustainable competitive advantage and high explicit (e.g. regulation) and implicit (e.g. high switching costs) barriers to entry. 

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

stocks

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

TOLL Portfolio Manager

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Yuri Khodjamirian, CFA

12 years of investing experience

Tema Chief Investment Officer

Financial News 40 under 40

How does the Tema TOLL 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

10-20%

of Equity Core

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TOLL ETF

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Satellite

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Equity core

Where could a position be funded from?

  • The TOLL ETF seeks to provides exposure to quality companies with dominant and durable moats, and could serve as a replacement for a large cap blend or growth position.
  • Most equity portfolios today are heavily exposed to large and mega cap tech, and TOLL provides a way to diversify away from an overallocation to the technology sector.
  • The TOLL ETF may also act as a tax-efficient and liquid way to introduce the quality factor to a portfolio.