USCF Sustainable Battery Metals Strategy Fund (Ticker: ZSB) Overview
Investment Strategy
As the global economy undergoes Electrification, the infrastructure necessary to produce and store energy will require substantial amounts of certain metals. This may lead to rising prices for these metals over time.
The Fund seeks total return by investing in metals derivatives instruments and equities (Metals Investments) economically tied to the metals that are necessary for Electrification.
The Adviser uses a proprietary methodology to select the Metals Investments. The Fund’s holdings will consist of instruments tied to industrial metals, precious metals, and rare earth metals that are used in batteries, battery charging infrastructure, and sustainable energy generation and storage infrastructure.
The Metals Derivatives in which the Fund will invest are futures and swaps, options, and forwards. The Metals Equities in which the Fund will invest are the common stock of companies located in both the United States and in foreign countries, including in emerging markets, which are economically tied to the metals because they derive a substantial portion of their revenue from the mining, processing, production, refining, recycling, and other related activities of such metals.
The Fund understands that the extraction, production and distribution of metals required for Electrification are carbon-intensive processes. As such, an important component of the Fund’s sustainable strategy involves purchasing carbon offset investments in an amount equal to the estimated aggregate carbon emissions of the Fund’s holdings. By purchasing carbon offset investments, the Fund seeks to mitigate the carbon-intensive nature of the Fund’s Metals Investments.
Reasons to Consider ZSB
1) Upstream exposure to the growing electric vehicle (EV) battery and electrification adoption and energy transition.
2) Allocates higher exposures to those green metals expected to be most positively impacted by the EV battery and electrification adoption and energy transition.
3) Designed sustainability to mitigate the carbon-intensive nature of the Fund’s Metals Investments.
https://www.uscfinvestments.com/zsb
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*Disclosure*
*Investing involves risks, including loss of principal.*
*ETP Disclosures: Download a copy of a Fund’s Prospectus by clicking one of the following: USCI, USO, USL, BNO, UNG, UNL, UGA, CPER. Please read any Prospectus carefully before investing. These Funds are not mutual funds or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and are not subject to regulation thereunder.*
*Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Investing in commodity interests subject each Fund to the risks of its related industry. An investor may lose all or substantially all of an investment. These risks could result in large fluctuations in the price of a particular Fund’s respective shares. Funds that focus on a single sector generally experience greater volatility.*
*ETF Disclosures: Download a copy of a fund’s Prospectus by clicking one of the following: ALUM, GLDX, SDCI, UDI, UMI, USE, ZSB, ZSC. Please read any Prospectus carefully before investing.*
*ALUM, USE, ZSB and ZSC are new and have limited operating history.*
*Funds distributed by ALPS Distributors, Inc.*
