Sprott Rare Earths Ex-China ETF is an exchange-traded fund offered by Sprott that provides investors with targeted exposure to companies involved in the rare earths and critical minerals supply chain outside of China.
The fund is designed to capture companies engaged in exploration, mining, processing, refining, and recycling of rare earth elements and related critical minerals that support technologies such as electric vehicles, renewable energy, defense systems, and electronics.
The ETF’s portfolio is concentrated on equities of producers, development-stage miners, processors and specialty materials companies operating in jurisdictions other than the People’s Republic of China. By focusing on ex-China supply chains, the fund aims to offer a thematic alternative for investors seeking exposure to the secular demand drivers for critical minerals while diversifying geographic and geopolitical risk away from the dominant Chinese processing footprint.
Sprott, the fund sponsor, is a resource-focused investment manager with a suite of commodities and natural-resources strategies. REXC is positioned for investors who want a single, tradable vehicle to express a view on the non-Chinese segment of the rare earths and critical minerals industry, typically as a complement to broader equity or commodity allocations. Prospective investors should consider the fund’s thematic concentration and the underlying industry risks, including commodity price volatility, project development timelines and regulatory factors in the jurisdictions where portfolio companies operate.
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