If you are looking to add some fresh ideas to your portfolio this month, exchange traded funds (ETFs) can be a simple way to gain exposure to big themes without relying on a single stock to get everything right.
This month, a number of exciting ASX ETFs stand out for their links to long-term structural trends that continue to reshape the global economy. Here are five that could be worth a closer look.
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Betashares Global Cybersecurity ETF (ASX: HACK)
The first ASX ETF to consider is the Betashares Global Cybersecurity ETF.
Cybersecurity has become an important part of the digital economy. As more data moves online and businesses rely on cloud-based systems, the cost of breaches continues to rise. That creates ongoing demand for security software and services.
This ASX ETF provides investors with exposure to global cybersecurity leaders, including companies such as CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW). Rather than betting on a single technology, the fund captures the broader trend of rising security spend across industries.
Betashares Cloud Computing ETF (ASX: CLDD)
Another exciting ASX ETF is the Betashares Cloud Computing ETF. It focuses on stocks that enable and benefit from the shift to cloud computing. This includes businesses involved in software-as-a-service, cloud infrastructure, and data platforms that underpin modern IT systems.
Holdings include companies such as Salesforce (NYSE: CRM) and ServiceNow (NYSE: NOW). As enterprises continue migrating workloads to the cloud and optimising their digital operations, demand for these services is likely to remain strong over time. It was recently recommended to investors by Betashares.
Betashares Asia Technology Tigers ETF (ASX: ASIA)
The popular Betashares Asia Technology Tigers ETF offers investors easy exposure to technology leaders across Asia.
This ASX ETF invests in stocks that are shaping digital payments, e-commerce, semiconductors, and online services across the region. Examples include Tencent Holdings (SEHK: 700) and Taiwan Semiconductor Manufacturing (NYSE: TSM).
What makes the Betashares Asia Technology Tigers ETF interesting is the combination of long-term growth potential and subdued sentiment. While Asian tech stocks have faced volatility in recent years, digital adoption and rising incomes across the region continue to support a strong long-term investment case.
BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)
For investors looking closer to home, the BetaShares S&P/ASX Australian Technology ETF provides investors with exposure to Australia's listed technology sector.
The ETF includes companies such as WiseTech Global Ltd (ASX: WTC) and Xero Ltd (ASX: XRO), which operate globally but are listed on the ASX. Recent weakness across the tech sector has seen the fund trade well below its previous highs, which could make it an opportune time to consider a position. It was also recently recommended by the fund manager.
Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)
A final ASX ETF to look at is the Betashares Global Robotics and Artificial Intelligence ETF. It invests in stocks involved in robotics, automation, and artificial intelligence. Its holdings include businesses such as NVIDIA (NASDAQ: NVDA) and Intuitive Surgical (NASDAQ: ISRG), which enable automation across industries ranging from manufacturing to healthcare.
The fund targets the tools and infrastructure that support long-term productivity gains, making it an interesting option for investors with a long-term horizon.
It was also recently recommended by analysts at Betashares.
