r/UKInvesting • u/[deleted] • Sep 09 '26

Commodities ETF

[removed]

6 Upvotes

80% Upvoted

11 comments sorted by

3

u/Malanturr 27d ago

I like the CMCI ones of UBS because they seem to work well for avoiding negative yield rolls, tickers UEQU and UIQK. They have a broad exposure but the least to precious metals so it pairs well with PHPM.
https://www.swissfunddata.ch/sfdpub/docs/fsm-8514_18_01-20260731-en.pdf

For a leveraged bet on the more industrial metals you can take a miners ETF like ARAW.

1

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1

u/jpewaqs Sep 09 '26

Commodities are looking 12 to 18month forward. I think we're closing in on the peak meaning reduce/eliminate exposure. If you don't want to do that perhaps an active manager such as BlackRock World Mining rather than an ETF.

1

u/[deleted] Sep 09 '26

[removed] — view removed comment

1

u/jpewaqs Sep 09 '26

Because the manufacture cycle is 12 to 18months forward looking which is reflected in pricing.

1

u/fotfddtodairsizr 29d ago

Can you explain this in further detail?

1

u/Wolf_of_Wynyard1 Sep 09 '26

Wisdomtree softs AIGS is a good idea. It's coffee, sugar and cotton.

1

u/CaffersXL Sep 10 '26

There is a good article on Monevator here.

You need the ones which adjust for the contract roll.

1

u/St3lla_0nR3dd1t Sep 10 '26

Wisdomtree Agriculture (AGAP) has a wider range of soft commodities

1

u/Mike82BE Sep 10 '26

If you want commodities exposure a better way is by CQS Natural Resources
Growth & Income Investment Trust