From Mines to Cells: The Battery Value Chain Inside Global X ACDC (ASX:ACDC)

Sonal Goyal

28 October 2026 12:31 PM AEDT

From Mines to Cells: The Battery Value Chain Inside Global X ACDC (ASX:ACDC)

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Key Highlights

Global X Battery Tech & Lithium ETF (ASX:ACDC) aims to fully replicate the Solactive Battery Value-Chain Index.
The fund holds 47 companies, with Panasonic Holdings Corp the largest position at 4.13%.
The fund has a management fee of 0.69% and a fund size of $503.22 million.

As of 27 October, Global X Battery Tech & Lithium ETF (ASX:ACDC) holds 47 companies and manages $503.22 million. It has traded since 3 September 2018 and charges 0.69%.

Key Fact	Detail
Fund	Global X Battery Tech & Lithium ETF
ASX code	ACDC
Issuer	Global X
Category	Equity World Other
Benchmark	Solactive Battery Value-Chain TR USD
ISIN	AU0000022386
Admitted to the ASX	3 September 2018
Fund size	$503.22 million
Management fee	0.69%
Holdings	47 companies
Latest distribution	Final, $16.336 per unit (ex-date 2 Jul 2026; payment 16 Jul 2026)

What the Index Covers

The Solactive Battery Value-Chain Index tracks companies that provide electro-chemical energy storage technology, such as battery technology, and mining companies that produce metals primarily used for manufacturing batteries. The fund attempts to fully replicate it, holding securities in proportion to their index weights.

Holdings and Geography

Panasonic Holdings (4.13%), Hitachi (3.50%), TDK (3.28%), NGK (3.25%) and Siemens (3.23%) lead, and the top ten account for 31.65%. Industrials are 34.06% of the fund, basic materials 23.45%, consumer cyclical 19.99% and technology 17.77%. Exposure is spread across the United States (23.63%), Japan (19.74%), China (13.25%), Germany (9.81%), South Korea (9.27%) and Australia (7.83%). Smaller companies feature, with 14.69% of the portfolio below $500 million.

Further Portfolio Detail

By market capitalisation, 76.21% of the portfolio is in companies above $1 billion, 9.10% between $500 million and $1 billion and 14.69% below $500 million.

Payment Timetable

Final distribution details: $16.336 per unit, ex-date 2 July 2026, record date 3 July 2026, payment date 16 July 2026.

Announcements to Note

Lodgements with the ASX have included the appointment of Citigroup Pty Limited as fund service provider on 15 October 2026, an annual financial report on 25 September and annual statements on 16 September 2026.

Where the Fund Sits

Global X Battery Tech & Lithium ETF is classified as Equity World Other. Funds in this category are almost exclusively dedicated to global stocks, with less than 20% of the portfolio in assets other than equities. They may have a bias towards style and size characteristics, or be defined by a single sector or country exposure.

Index and Track Record Length

The fund has been listed since 3 September 2018, a period of about 8 years. Its stated benchmark is the Solactive Battery Value-Chain TR USD index, and the issuer is Global X (ISIN AU0000022386). It charges a management fee of 0.69%.

How Concentrated Is the Portfolio?

Looking at the biggest weights, Panasonic Holdings Corp stands at 4.13% and the top five holdings combine for 17.39%.

What the Dates Mean

Three dates matter for each distribution: the ex-date, after which new buyers do not qualify for the payment; the record date, when entitlements are set from the register; and the payment date, when the money is paid.

Wrapping Up

ACDC follows the whole battery value chain, from technology producers to metals miners. The latest distribution was a final payment of $16.336 per unit on 16 July 2026.

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