NATO defense spending has climbed from 1.4% of GDP in 2014 to an estimated 2.53% in 2026, with a collective pledge to potentially reach 5% by 2035. That fiscal trajectory is attracting private investment into AI, semiconductors, cybersecurity, drones and other advanced defense technologies, and US Funds is marketing a thematic fund to capture that exposure.
NATO's core defense spending rose from 1.4% of GDP in 2014 to an estimated 2.53% of GDP in 2026, and members have committed to potentially increase defense investment to as much as 5% of GDP by 2035.
Defense is entering a new investment cycle.
NATO's core defense spending has risen from 1.4% of GDP in 2014 to an estimated 2.53% this year, with members committing to invest up to 5% of GDP by 2035.
Capital is flowing into AI, semiconductors, cybersecurity, drones and other advanced technologies.
To learn more about our thematic fund providing investors with exposure to companies helping shape the future of defense and security, visit usfunds.com.