The ETF Capturing True Disruption in the Financial Industry

The ETF Capturing True Disruption in the Financial Industry

Assessment

Interactive Video

Business

University

Hard

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The video discusses the PHENEX fund, focusing on its role in the fintech sector, which is transforming traditional industries like payments and insurance through digital and blockchain technologies. The fund has seen significant growth, with assets increasing from $56 million to over $400 million. It primarily invests in the US market, with a focus on software and financial services. Major holdings include companies like Square and PayPal. Since its launch in 2016, the fund has outperformed the broader US market and received a positive evaluation from Bloomberg.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

Which companies are mentioned as significant holdings in the fund?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been the fund's performance compared to the broader U.S. market since its launch?

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