The business
An ETF that tracks an index of companies across the uranium and nuclear value chain, including uranium miners and nuclear-component and fuel-cycle businesses. Single-company risk is spread across the basket.
FINANCIAL OVERVIEW
What it is and why we own it.
Role in the portfolio
Thematic position on the global push for nuclear power as demand for reliable electricity rises (data centres, electrification, energy security).
What drives the numbers
- Uranium spot and long-term contract prices
- Reactor restarts, new-build announcements and policy support
- Supply from the largest producing countries
- Fund holdings concentration and expense ratio
Key risks
- Commodity-price sensitivity and the volatility of smaller miners
- Policy and geopolitical risk around uranium supply
- Project delays across the nuclear sector
CHART
Price and technical analysis.
Charts and market data by TradingView
Technical summary
Charts and market data by TradingView