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Space Monthly Report | October

 

Key Takeaways: Space ETF

  • World Space Week celebrate “Women in Space” from 4 October to 10th October. This year will feature over 1000 events across over 90 countries.
  • The UK just released its Space Strategy Report outlining the nations future ambitions as a “Galactic Britain” and it is worth a read.  Later this month they are expected to release the UK Space Defence Strategy report. [1]
  • Virgin Galactic receives FAA approval to continue spaceflights above US soil. [2]
  • Blue Origin will conduct its 2nd space tourism flight including actor William Shatner as a passenger this month.

 

Macro Outlook

Satellites are essential to humanity as we know it, but most don’t know it. There are currently thousands of operational satellites that are geostationary or in Low Earth Orbit and they are critical to how the modern world works today. Satellites help us track the weather and natural disasters, allow friends to call friends across the globe, enable businesses to connect with partners and clients via broadband internet through satellite networks, assist militaries in sending secure communications and aid doctors virtually meeting safely with patients among many other essential applications. Although you may not see them, satellites play a critical infrastructure role in breakthrough technologies like cloud computing, 5G, IoT, blockchain/cryptocurrency and big data making them the toll operators of the digital data superhighway.

Today, satellites/communications represent a major portion of the overall space economy.  However, many analysts predict that they may become the leading revenue driver for the space economy over the next few decades.  Morgan Stanley’s space report states that by 2040, the space economy may be larger than $1 Trillion USD with over 50% coming from satellite communications and internet. [3] YODA has numerous holdings specialising in various areas of the satellite ecosystem like, development, operations, launch and more. If you wish to invest in the picks and shovels of the space industry as well as many other global space participants, you may want to consider YODA, Europe’s first space ETF. 

 

Space ETF and Index Performance Table (As of 30.09.2021)

 

1M

3M

6M

YTD

12M

SI

Procure Space UCITS ETF (Acc)

-2.72%

-2.42%

NA

0.58%

NA

0.58%

S-Network Procure Space Index

-2.64%

-2.24%

6.81%

0.92%

47.03%

0.92%

Please note that all performance figures are showing net data. Source: Bloomberg / HANetf. Data as of 30/09/2021. Performance before inception is based on back tested data. Back testing is the process of evaluating an investment strategy by applying it to historical data to simulate what the performance of such strategy would have been. Back tested data does not represent actual performance and should not be interpreted as an indication of actual or future performance. Past performance for the index is in USD. Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product. Investors should read the prospectus of the Issuer (“Prospectus”) before investing and should refer to the section of the Prospectus entitled ‘Risk Factors’ for further details of risks associated with an investment in this product. 

 

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