The Invisible Power of Technology: MTD Fund and Rare Earth Elements

Traditional commodity investments typically focus on classic metals such as gold, silver, or iron. The BV Portfolio Materials Technologies Variable Fund (MTD), however, differentiates itself by focusing on the strategic elements that fuel the digital and green economy of the 21st century.

Traditional commodity investments typically focus on classic metals such as gold, silver, or iron. The BV Portfolio Materials Technologies Variable Fund (MTD), however, differentiates itself by focusing on the strategic elements that fuel the digital and green economy of the 21st century.

Behind the innovations we admire in the age of technology—autonomous vehicles, supercomputers, and renewable energy systems—lies an invisible force. Though unseen, its absence would bring the entire system to a halt. This force consists of Rare Earth Elements and critical minerals, located in one of the most distinctive corners of the Periodic Table.

The BV Portfolio Materials Technologies Variable Fund (MTD) invests not merely in technological products, but in the indispensable components that make these products possible.

Why Rare Earth Elements? (The Investment Rationale)

As the global economy transitions from fossil fuels toward renewable energy and digitalization, these elements have become a new arena of geopolitical competition.

Difficult to Substitute:
In many high-technology applications, there are currently no alternative materials that can deliver comparable efficiency. For instance, without neodymium, electric motors would be significantly heavier and far less efficient.

Critical Supply Chains:
Rare earth elements are not just commercial commodities; they are central to national security and technological sovereignty. The BV Portfolio Materials Technologies Variable Fund (MTD) invests in the strongest players within this strategic supply chain.

Key Focus Areas of the MTD Fund

Our fund targets four core sectors where rare earth elements are most intensively used and where global megatrends converge:

1. Magnet Technologies and Electric Mobility

The heart of the electric vehicle revolution lies in batteries and motors. High-performance permanent magnets required for these motors depend on rare earth elements such as Neodymium and Praseodymium. MTD invests in leading companies that control the production of these elements and their transformation into advanced magnet technologies.

2. Defense Industry and Aerospace

Modern defense systems—including missiles, radar technologies, and satellites—rely on elements such as Samarium and Yttrium, which can withstand extreme conditions. As these materials have become matters of national security, they remain firmly on our fund’s strategic radar.

3. Digital Displays and Optical Technologies

From smartphone screens to fiber-optic cables, elements like Europium and Terbium are essential wherever visual output and data transmission are involved. The colors and speed of the digital world are built upon these elements.

4. Green Energy Storage and Catalysts

Beyond lithium-ion batteries, hydrogen fuel cells and catalytic converters that reduce vehicle emissions depend on elements such as Lanthanum and Cerium to operate efficiently. These materials form the backbone of the green transition.

Not a Commodity Investment, but a Technology Infrastructure Investment

The BV Portfolio Materials Technologies Variable Fund (MTD) offers investors not a traditional mining exposure, but the opportunity to participate in the essential infrastructure of modern technology.

Just as oil defined the 20th century, rare earth elements define the technologies of the 21st century. With MTD, make room in your portfolio for the strategic forces that are building the future.