FOOD – BetaShares Global Agriculture Companies ETF

I have been looking for a soft commodity exposure, but can’t find an Aussie exposure to commodity prices,. However, this ETF goes some of the way.

Funds are low $25M
MER is high 0.57%

Top 10 holdings

DEERE & CO 9.6
ARCHER-DANIELS-MIDLAND CO 8.1
KUBOTA CORP 8.1
NUTRIEN LTD 7.8
TYSON FOODS INC 5.3
BRENNTAG AG 3.6
MARUBENI CORP 3.6
HORMEL FOODS CORP 3.5
MOSAIC CO/THE 3.2
FMC CORP 3.1

Sector Allocation​

Packaged Foods & Meats 31.3%
Fertilizers & Agricultural Chemicals 19.5%
Agricultural & Farm Machinery 18.8%
Agricultural Products 16.2%
Trading Companies & Distributors 10.9%
Personal Products 1.8%
Biotechnology 1.3%
Pharmaceuticals 0.3%

One year returns look OK