Celebrating 3 Years of Sustainable Impact Investing: The ETFB Green SRI REITs ETF (RITA) Anniversary!

This month marks the third anniversary of the ETFB Green SRI REITs ETF (RITA), a milestone for a fund that has championed sustainable and socially responsible investing in the real estate sector.

Since its launch in December 2021, RITA has provided investors with a unique opportunity to align their financial goals with environmental and social values.
 

Why REITs Matter

The RITA ETF is focused on environmentally and socially responsible real estate investment trusts (REITs). It primarily invests in REITs from developed markets that meet specific green and socially responsible investing (SRI) criteria.

A Real Estate Investment Trust (REIT) is a company that owns, operates, or finances income-producing real estate across various property sectors, such as residential, commercial, or industrial spaces. REITs allow individual investors to earn a share of the income generated from these properties without having to directly purchase or manage the real estate.

RITA’s Core Mission

RITA is managed by ETFB and seeks to track the performance, before fees and expenses, of the FTSE EPRA Nareit Ideal Ratings Developed REITs Islamic Green Capped Index (the “Index”). The Index measures the performance of developed market REITs and real estate equities that meet stringent Shariah-compliant investment criteria and environmental sustainability standards. It combines financial screening aligned with Islamic principles and green criteria to create a focused benchmark for socially responsible, environmentally conscious, and Shariah-compliant investors.

The Success of RITA

RITA uses a passive management approach to tracking the index's performance. As of mid-November, the fund had a 30-day SEC Yield of 2.96%.[1]

Over these three years, the ETF has gained recognition for its commitment to sustainability, showcasing the viability of combining ethical considerations with financial performance. As RITA continues to grow, it stands as a testament to the growing demand for investments that support a more sustainable future.

A Growing Demand for Sustainable Investing?

To learn more about the ETFB Green SRI REITs ETF (RITA) visit: ritaetf.com

Explore more ETC-managed funds: https://exchangetradedconcepts.com/funds

[1] As of 10/31/2024. 30-Day SEC Yield is a standard yield calculation developed by the Securities and Exchange Commission that allows for fairer comparisons among bond funds. It is based on the most recent month end. This figure reflects the interest earned during the period after deducting the Fund’s expenses for the period.

Performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the original cost. Returns for periods of less than one year are not annualized. For current performance as of the recent month-end and quarter-end go to www.ritaetf.com/rita. The market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates current NAV per share.

Carefully consider the Funds' investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus and Summary Prospectus, which may be obtained by visiting https://www.ritaetf.com/investor-materials. Read the prospectus and Summary Prospectus carefully before investing.

Fund Distributor, Quasar Distributors, LLC,

A word on risk:

Investing involves risk; principal loss is possible. There is no guarantee the Fund's investment objectives will be achieved. This ETF seeks to generally track the investment results of an index; however, the Fund may underperform, outperform, or be more volatile than the index. This Fund invests in equity REITs, which invest the majority of their assets directly in real property and derive their income primarily from rents and capital gains from the sale of appreciated properties. Equity REITs can be greatly affected by economic downturns, by changes in real estate values, rents, property taxes, and interest rates, and by revisions to tax rules or other regulations applicable to REITs. The value of equity securities may decline significantly over short or extended periods of time. The Fund's assets will generally be concentrated in the securities of issuers in the real estate industry, and, accordingly, the Fund may be adversely affected by the performance of those securities, may be subject to increased price volatility, and may be more susceptible to adverse economic, market, political or regulatory occurrences affecting that industry.

Investments in non-U.S. securities also may be subject to withholding or other taxes and may be subject to additional trading, settlement, custodial, and operational risks. These and other factors can make investments in the Fund more volatile and potentially less liquid than other types of investments. Securities for inclusion is also based on socially responsible and green investing criteria, so the Fund may forgo some market opportunities available to funds that don't use these criteria. The value of equity securities may decline significantly over short or extended periods of time. These and other risk considerations, such as interest rate, non-diversification, and smaller company risks, are described in detail in the Fund's prospectus.

Shares are bought and sold at market price, not net asset value (NAV), and are not individually redeemed from the Fund. The market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates current NAV per share.