Interstellar Return Opportunity with the Robotics and Space Technologies Variable Fund (RUT)

The passion for space travel has evolved from science fiction in Star Wars to commercial reality with companies like SpaceX. Space investments are now supported not only by pioneering firms like SpaceX, Blue Origin, and Virgin Galactic, but also by governments. Aerospace giants such as Lockheed Martin and Boeing are investing in emerging sectors such as satellite internet, lunar logistics, deep space travel, asteroid mining, and low-orbit communicationsto generate returns.

According to projections by Statista.com, the global space economy—valued at $443 billion in 2019—is expected to grow to $1 trillion by 2040. We explore this growth in detail in our article titled “The Universe of Space Technologies, Investments, and Future Expectations” as part of our Robotics and Space Technologies Variable Fund (RUT) initiative.

Companies are securing significant funding to develop high-tech innovations in reusable rockets, space tourism, asteroid mining, and next-generation satellite constellations. The limited availability of rare metal reserves required for these technologies makes access to new resources a strategic necessity—mirroring the exploration spirit of the New World era.

In 2023 alone, governments spent $117 billion on space exploration, with the U.S. accounting for $73 billion of that total. Investments in advanced propulsion technologies and military communication and observation satellites are enabling longer orbital service life. These innovations are also paving the way for commercial space travel and space mining.

The Launch of RUT: Investing in the Space Economy

Taking all these projections and trends into account, we launched the Robotics and Space Technologies Variable Fund (RUT) to give investors a chance to tap into the value and return potential of the growing space industry.

The RUT portfolio includes:

• Industry leaders like Lockheed Martin and Globalstar,
• Emerging disruptors like SpaceX and Rocket Lab, anticipated to go public,
• Key suppliers like Aerojet Rocketdyne and Redwire.

With RUT, investors gain exposure to the rapidly growing space value chain, including:

• Satellite Internet
• Space Tourism
• Asteroid Mining
• Satellite Manufacturing, Imaging, and Analytics
• Rocket Design, Propulsion & Launch Services
• Space Logistics & Transportation

The BV Portfolio Robotics and Space Technologies Variable Fund (RUT) was built "to boldly go where no one has gone before"—a tribute to Star Trek's legendary opening line.

Strategic Vision for the Future of Space

At Boğaziçi Ventures and BV Portföy, we believe that advances in artificial intelligence will further accelerate the growth of the space industry. With this in mind, we’ve integrated robotics and space technologies into our long-term investment strategy and introduced the RUT fund, which invests solely in publicly listed global companies operating within these high-growth sectors.

You can invest in the RUT Fund via any intermediary institution or bank listed on TEFAS, using the code RUT, through their websites and mobile apps. Alternatively, you may also invest directly by opening an account with BV Portföy.

To learn more about our Robotics and Space Technologies Variable Fund (RUT), we invite you to read our article: “Why Invest in the ‘Space and Robotics Technologies’ Theme?”