ETF overview
The Simplify Propel Opportunities ETF (SURI) aims to deliver substantial long-term capital growth. It achieves this by investing in companies across the biotechnology, pharmaceutical, healthcare technology, and life sciences industries. These particular firms are selected because they are believed to be overlooked by investors, suggesting significant potential for their value to increase. Propel, the fund's sub-advisor, applies its deep scientific and commercial knowledge in health sciences to identify and select the most promising investment opportunities within this sector.
Fund facts
- Expense ratio
- 2.82%
- Fund assets
- 74M USD (all share classes)
- Issuer
- Simplify
- Inception date
- Feb 7, 2023
- Number of holdings
- 38
Breakdown
Holdings (38)
| Name | Ticker | Weight |
|---|---|---|
| PLAINS GP HLDGS L P | PAGP | 48.24% |
| ACHIEVE LIFE SCIENCES INC USD 0.001 | ACHV | 8.21% |
| ACHIEVE LIFE SCIENCES I WTS 30JUN30 | 4.51% | |
| DELCATH SYS INC USD 0.01 | DCTH | 4.39% |
| MILESTONE PHARMACEUTICALS INC NPV | MIST | 3.27% |
| CORCEPT THERAPEUTICS INC USD 0.001 | CORT | 3.13% |
| COLLEGIUM PHARMACEUTICAL USD 0.001 | COLL | 3.00% |
| PHATHOM PHARMACEUTICALS USD 0.0001 | PHAT | 2.38% |
| ABEONA THERAPEUTICS INC USD 0.01 | ABEO | 1.69% |
| ORCHESTRA BIOMED HLDGS I USD 0.0001 | OBIO | 1.65% |
| and 25 more | ||
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 2.82%
- Fund assets
- 74M USD (all share classes)
- Issuer
- Simplify
- Inception date
- Feb 7, 2023
- Number of holdings
- 38
| Name | Ticker | Weight |
|---|---|---|
| PLAINS GP HLDGS L P | PAGP | 48.24% |
| ACHIEVE LIFE SCIENCES INC USD 0.001 | ACHV | 8.21% |
| ACHIEVE LIFE SCIENCES I WTS 30JUN30 | 4.51% | |
| DELCATH SYS INC USD 0.01 | DCTH | 4.39% |
| MILESTONE PHARMACEUTICALS INC NPV | MIST | 3.27% |
| CORCEPT THERAPEUTICS INC USD 0.001 | CORT | 3.13% |
| COLLEGIUM PHARMACEUTICAL USD 0.001 | COLL | 3.00% |
| PHATHOM PHARMACEUTICALS USD 0.0001 | PHAT | 2.38% |
| ABEONA THERAPEUTICS INC USD 0.01 | ABEO | 1.69% |
| ORCHESTRA BIOMED HLDGS I USD 0.0001 | OBIO | 1.65% |
| and 25 more | ||
The Simplify Propel Opportunities ETF (SURI) aims to deliver substantial long-term capital growth. It achieves this by investing in companies across the biotechnology, pharmaceutical, healthcare technology, and life sciences industries. These particular firms are selected because they are believed to be overlooked by investors, suggesting significant potential for their value to increase. Propel, the fund's sub-advisor, applies its deep scientific and commercial knowledge in health sciences to identify and select the most promising investment opportunities within this sector.
Unlock all ETF data
Sign up for FreeUnlock all ETF data
Sign up for Free