Key stats
About Tema Neuroscience and Mental Health ETF
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Inception date
Jan 22, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
MNTL seeks long-term capital growth by targeting 15 to 100 pure-play companies contributing to neuroscience and mental health. This includes firms involved in pharmaceuticals, emerging biotech, medical devices, and healthcare services. The fund aims to identify growth opportunities within the thematic universe. It uses a two-fold strategy that includes both top-down fundamental sector research and quantitative tools, as well as bottom-up security analysis. As part of the strategy, ESG considerations are integrated to optimize profits and manage potential risks. Overall, the fund utilizes a comprehensive research and analysis approach that combines internal research, company disclosures, and publicly available sources to assess eligibility. While holdings may include global stocks, a significant portion is expected to be directed toward the US and Europe. The fund may engage in lending transactions.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Stocks98.83%
Health Technology95.88%
Health Services2.95%
Bonds, Cash & Other1.17%
Mutual fund1.07%
Cash0.11%
Stock breakdown by region
North America93.22%
Europe5.20%
Asia1.58%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history