en.Wedoany.com Reported - Investo will launch RARA11 on the B3 exchange in Brazil this Friday, an ETF tracking rare earths and strategic metals. The product is expected to begin trading on the secondary market on Monday, June 29.

Rare earths and strategic metals, widely used in artificial intelligence hardware, defense systems, and high-tech equipment, are focal raw materials in the geopolitical disputes between China and the United States. Investo CEO Cauê Mançanares stated that as technology becomes more pervasive in the physical world, dependence on these minerals will continue to deepen in the future.

The ETF tracks the REMX fund, traded on the New York Stock Exchange by U.S. asset manager VanEck. VanEck manages $200 billion in assets. REMX has an asset size of $3 billion and average daily liquidity of $107 million. The ETF only accepts companies with at least 50% of revenue derived from rare earths. VanEck's partnership with Investo began in 2022, when VanEck participated in Investo's $8 million seed round investment, subsequently acquiring the Brazilian asset manager. Since then, Investo has also launched CHIP11 (semiconductor ETF) and NUCL11 (uranium and nuclear technology ETF) based on VanEck products.

RARA11 consists of over 30 global rare earth and strategic metal companies. Chinese companies account for 27.1% of the portfolio, the largest share; Australia accounts for 25.9%, and the U.S. for 20.1%. Canada and Chile represent 11.4% and 5.3%, respectively. Mançanares emphasized that geographic diversification is a core feature of the product. As China controls approximately 90% of global rare earth refining and separation capacity, investing in producers from other countries is seen as a way to mitigate geopolitical risks.

Mançanares believes that given the expected growth in demand and the strategic role of these metals, most investors should allocate positions in this sector. He views the investment theme as medium to long-term and likely to be reinforced by government policies incentivizing rare earth production. For example, the Pentagon holds over $1 billion in critical minerals inventory and became the largest shareholder of MP Materials, the only integrated rare earth producer in the U.S., in 2025.

The performance of the REMX fund tracked by RARA11 reflects growing market interest in the rare earth sector. Over the past 12 months, the fund has risen 125% in U.S. dollar terms, compared to a 25.5% gain in the Ibovespa index over the same period; it has already risen 20.8% year-to-date.

The launch of this ETF comes amid accelerated expansion of the Brazilian ETF market. According to B3 data, the number of listed funds increased from 125 in May 2025 to 196 in May 2026, a 57% rise in 12 months. Over the same period, financial assets under management grew from R$61 billion to R$121 billion. The number of investors holding ETFs reached 860,000 in May, an 18% increase from the beginning of the year. Investo has 30 listed products, representing approximately 15% of all ETFs on B3.

Investo COO Alessandra Gontijo stated that RARA11 originated from a demand expressed in a user message. She noted that the company's goal is to provide Brazilian investors with a complete ETF product line, ranging from structural allocations to thematic products.

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