James Carthew suggests Seraphim Space, Fidelity China Special Situations, BlackRock Frontier Markets, Impax Environmental Markets as ideas for a junior ISA.
“Beyond SpaceX, which features in many Baillie Gifford portfolios, there are few ways for investors of all ages to play this new frontier of investment. Manager Mark Boggett believes that many of its holdings have the potential to be multi-billion market cap companies. One – ICEYE – is already well on the way, having secured a number of lucrative contracts recently. Currently, the surge in defence spending is driving interest in space but as the cost of launch falls, the breadth of opportunities increases.”
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