More than Netflix subscriptions and active Apple devices1.
Invest in a global phenomenon
The video game industry is disrupting traditional sports and media and experiencing a period of transformative growth, which is accelerating in the COVID-19 world.
Competitive video gaming audiences2 are expected to reach 646 million people globally in 2023, driven in part by rising population of digital natives3.
eSports revenue growth has increased on average 28% yearly since 20153.
eSports reflect the convergence of entertainment, video gaming, sports, and media businesses. With an active, engaged and relatively young demographic, the stage is set for sustainable long-term growth.
Social ecosystem around video gaming illustrates demand for online interactive entertainment.
Content is increasingly being consumed through online platforms.
The average age of eSports enthusiasts is under 30.
Capture the transformative growth of video gaming and eSports
In our view, video gaming and esports present a compelling investment opportunity, and we believe a pure play approach is the best way to access this opportunity.
1. Number of Netflix paid streaming subscribers worldwide 2011-2020, A. Watson, 17 July 2020; Apple hits 1.5 billion active devices with ~80% of recent iPhones and iPads running iOS 13, M. Potuck, 28 January 2020; The World's 2.7 Billion Gamers Will Spend $159.3 Billion on Games in 2020; The Market Will Surpass $200 Billion by 2023, T. Wijman 8 May 2020. 2. Including all ways of watching esports: streaming, television, live events etc. 3. Newzoo Global Esports Market Report, 2020. 4. Newzoo Global Esports Market Report, 2017, 2018, 2019, 2020.
This is general advice only and not personal financial advice. It does not take into account any person's individual objectives, financial situation or needs. Read the PDS and speak to a financial adviser to consider if ESPO is appropriate for your circumstances. The PDS is available here.