VanEck launches a global ETF on the agricultural value chain
9 SEPT, 2026
By Joanna Piwko from RankiaPro Europe
VanEck expands today, September 9, 2026, its range of thematic ETFs with the launch of the VanEck Agribusiness UCITS ETF (ISIN IE000GLK5WA7), which offers global exposure to the entire agricultural value chain rather than to commodities.
The fund, with a TER of 0.55% and a concentrated portfolio of about 50 values, is managed by VanEck, a firm that manages around 251.5 billion dollars worldwide. Martijn Rozemuller, Head of Europe at VanEck, defends the stability of food demand as an investment argument.
A sector backed by stable structural demand
The United Nations predicts that the world population will go from 8.2 billion in 2024 to a peak close to 10.3 billion by the mid-2080s, while the global agricultural area has stabilized since the year 2000. Crops now only absorb half of the nitrogen applied to them, which requires more precise agriculture.
"The demand for food is intrinsically stable, and consumption remains relatively constant throughout economic cycles."
Martijn Rozemuller, Head of Europe, VanEck
Over time, many companies in the sector have managed to pass on the increase in input costs along the value chain, although these same costs can squeeze margins at other points.
"In this sense, an investment in agribusiness can cushion the portfolio when the economy weakens or supply bottlenecks appear, although returns may vary."
Martijn Rozemuller, Head of Europe, VanEck
A portfolio focused on the real economy of agribusiness
The ETF replicates the MVIS® Global Agribusiness Index and offers exposure to companies that, at the time of their inclusion, generate at least 50% of their revenues in the agricultural sector. The concentrated portfolio brings together about 50 values between developed and emerging markets.
"The ETF offers limited exposure to the high-tech sectors that dominate, as of today, the general indices."
Martijn Rozemuller, Head of Europe, VanEck
