Buy These ETFs to Profit From The Global Population Boom - Investment Ideas
05 June 2012 - 10:00AM
Zacks
As the investors deal
with the uncertainty regarding the future of the European Union,
slowdown in the emerging markets and doubts regarding the economic
recovery in U.S., the markets are expected to continue to be
volatile in the coming weeks.
Many investors are selling equities and seeking refuge in “safe”
government bonds or cash in order to protect their money. However,
with the current yields at their all-time lows, bonds (like cash)
will result in loss of capital, when taking the inflation into
account. (Read: Buy The Ultimate Commodity With These Water
ETFs)
In view of the short-term uncertainty, the investors could
consider some sectors that are guaranteed to fetch attractive
returns in the long-run.
According to the United Nations, global population will grow
from 7 billion to almost 9 billion by 2040 and the number of
middle-class consumers will increase by 3 billion over the next 20
years.
As a result, the demand for essential resources will rise
sharply. By 2030, we will need 50% more food and 30% more
water for the rapidly growing population.
Further, the population living in the urban areas will increase
from 3.5 billion in 2010 to 4.9 billion in 2030. As the world
becomes more urbanized, there would be greater need for investment
in infrastructure services. (Read: Five Emerging Market
Infrastructure ETFs For The Coming Boom)
Below we have analyzed three top ETFs that will benefit from the
exponentially increasing global need for food, water and
infrastructure for the booming population.
Market Vectors Agribusiness ETF (MOO)
For investors seeking to benefit from growing demand for food
and resulting increase in food prices, the best option is to invest
in the most popular agribusiness ETF MOO.
MOO seeks to track the performance of the DAXglobal Agribusiness
Index, which provides exposure to companies that derive at least
50% of their revenues from agricultural business.
This ETF was introduced in August 2007 and has proved to be
extremely popular choice for investors in this space, attracting
more than $5 billion in assets till date. It has returned a
negative 3.5% year-to-date. However looking at the longer term, the
fund has rewarded the investors with an attractive 20.2% in 3
years. (Read: The Comprehensive Guide to Consumer Staples ETFs)
The ETF currently holds 49 securities, most of which are large
cap (84%) companies. Monsanto (MON), Potash Corp. of Saskatchewan
(POT) and Deere (DE) are the top three holdings for the fund. The
fund is top-heavy with top ten holdings accounting for 57% of the
assets.
In terms of country exposure, U.S. (38%), Canada (14%) and
Singapore (11%) occupy the top spots. The fund charges expense
ratio of 0.56% annually, making it one of the cheapest choices in
this space.
An alternative to MOO is PowerShares Global Agriculture Fund
(PAGG), which with AUM of 102 million is much smaller and with an
expense ratio of 0.75% is more expensive than MOO.
Another option is DB Agriculture Fund (DBA), which uses futures
contracts on some of widely traded agricultural commodities. This
fund has $1.8 billion in AUM and charges 0.75% in expenses.
PowerShares Global Water Portfolio
(PIO)
PIO is a play on global needs for water and it tracks NASDAQ OMX
Global Water Index that has a focus on firms in the global water
industry. Started in June 2007, this ETF has attracted $215 million
in assets and has returned about 13% in the last three years.
Top country allocations are U.S. (41%), U.K. (21%), France (15%)
and Brazil (4%). The fund holds 31 securities, which are
mainly in the Utilities (49%) and Industrials (35%) sectors. The
fund has an annual expense ratio of 75 basis points and has
appreciated 1.5% year-to-date.
Another choice for investors in this space is Guggenheim S&P
Global Water Fund (CGW), which manages $178 million in assets and
charges 0.65% in expenses.
S&P Emerging Markets Infrastructure Index
Fund (EMIF)
For infrastructure exposure, it is better to invest in an
emerging market focused fund than a broader fund, since most of the
growth in this area will be in developing countries.
According to a study the demand for infrastructure in emerging
markets will reach $1 trillion annually through 2030.
EMIF tracks the S&P Emerging Markets Infrastructure Index,
which is a market capitalization weighted index of 30 of the
largest publicly listed infrastructure companies in ten emerging
markets.
The fund currently has $109 million in AUM in 30 securities.
Brazil (33%) takes the top spot in terms of country exposure,
followed by China (26%) and Chile (7%). Transport sector has been
assigned heaviest weight (41%) while Electric Utilities (28%) and
Oil & Gas (11%) occupy the next two spots.
The fund made its debut in June 2009 and has returned 14% since
inception (as of March 31, 2012). The expense ratio is
currently contractually capped at 0.75% through June 2013 and may
go up 5 basis points after that date. Year-to-date, the fund has
returned 5% in price terms.
Other choice available to the investors in this space is
PowerShares Emerging Markets Infrastructure ETF (PXR), which has
$103 million in AUM and charges a similar expense ratio of 75 basis
points per year.
GUGG-SP GL WAT (CGW): ETF Research Reports
PWRSH-DB AGRIC (DBA): ETF Research Reports
DEERE & CO (DE): Free Stock Analysis Report
ISHARS-SP EM IN (EMIF): ETF Research Reports
MONSANTO CO-NEW (MON): Free Stock Analysis Report
MKT VEC-AGRIBUS (MOO): ETF Research Reports
PWRSH-GLBL AGRI (PAGG): ETF Research Reports
PWRSH-GLB WTR P (PIO): ETF Research Reports
POTASH SASK (POT): Free Stock Analysis Report
PWRSH-EM MKT IN (PXR): ETF Research Reports
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