The latest analysis of the domestic exchange-traded fund (ETF) market has identified the best-performing offerings in June as those providing avenues to key commodities and select equity markets.
The “Global X Market Scoop” report indicated platinum as being the commodity leading the trend.
“Platinum led the rally, surging 23.7 per cent on deepening supply deficits and a shift in jewellery demand from gold to platinum in China. The World Platinum Investment Council now projects a third consecutive annual deficit, potentially lasting through 2027,” Global X stated.
The manager recognised palladium and uranium as other commodities that performed admirably in the final month of the 2025 financial year.
“Palladium also rose 15.5 per cent, supported by tight supply and growing investor interest. Uranium prices jumped following the Sprott Physical Uranium Trust’s plan to buy 2.6 million pounds, while policy momentum built as the Asian Development Bank reviewed its nuclear financing ban,” it said.
On the equity front, it noted the strength of the South Korean share market contributed greatly to the asset class’s good performance, acknowledging it experienced a 15 per cent rise amid political stability and reform ambitions by President Lee Jae Myung.
The study showed defence trending as a very popular industrial sector among investors for the period.
“Defence has accounted for over half of thematic ETF flows listed in Australia. Defence ETFs have attracted $253 million in net flows year to date, while globally the category has pulled in more than $20 billion, underscoring the growing investor appetite for exposure to this sector,” the manager observed.
Further, it predicted this momentum to continue.
“As NATO formalises its 5 per cent defence spending of GDP (gross domestic product) target and member nations begin implementation, we expect increased visibility and capital flows into the sector, driving continued revenue and earnings growth and potential multiple expansion,” it forecast.
“The market has taken notice with defence-related companies having a strong start to the year, led by the likes of Rheinmetall and Palantir Technologies.
“As a result, the defence sector has emerged as one of the best-performing segments in the market so far in 2025.”
''