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TOLL
+1.47 · +4.23%
$36.13 · BATS

Tema Monopolies and Oligopolies ETF (TOLL) ETF Analysis | Large Blend

Tema Global Limited · USA
AUM:$48.3M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is TOLL?

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in domestic and foreign, common and preferred stocks of publicly listed companies where the Herfindahl"Hirschman (HHI) index of the market of operation representing more than 50% of the company"s revenue is above 2,500.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
TOLL returned 10.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 40.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$48.3M
Expense Ratio0.55%
Dividend Yield0.27%
Holdings41
Inception DateMay 2023
Domicile–
Distribution–
Index–
ProviderTema Global Limited
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.0%
1Y
+16.1%
3Y
+54.6%
5Y
+62.7%
OpenBook InsightIf you had invested £10,000 in TOLL 5 years ago, it would have grown to £16,272 — a gain of £6,272.

Annual Returns

Calendar year performance

TOLL delivered positive returns in 4 of the last 4 calendar years.
YearTOLL
2026 YTD+11.8%
2025+12.1%
2024+14.4%
2023+15.4%
CAGR 3yr+13.9%
4/4 positive yearsAvg return: +13.4%Worst year: +11.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
14.3%
Low
Momentum
+1.0%
30-day change
Support Level
39.20
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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