- The global space industry is projected to nearly triple from US$630 billion in 2023 to US$1.8 trillion by 2035, driven by critical communication, navigation and observation technologies.
- Seraphim Space Investment Trust (LSE:SSIT), the world’s first listed space tech fund, saw its investment value surge from £71.8 million to £331.6 million in the final six months of 2025, with shares skyrocketing 250 per cent year-over-year.
- Positioned as an alternative to tedious individual stock research, Seraphim offers investors managed, diversified exposure to growth-stage space tech companies capitalizing on rising defense, geopolitical and climate monitoring tailwinds.
With the trillion-dollar SpaceX IPO around the corner, the space industry is having its moment under the sun, with a report by McKinsey and The World Economic Forum seeing it on track to nearly triple in value from US$630 billion in 2023 to US$1.8 trillion by 2035, as next-gen communication, navigation and observation technologies increasingly underpin global GDP.
This article is a journalistic opinion piece which has been written based on independent research. It is intended to inform investors and should not be taken as a recommendation or financial advice.
Unsurprisingly, amidst all the fervor, investors are clambering for exposure to the industry, finding themselves at a heightened risk of FOMO and hasty decision-making, when an unwavering focus on valuation and long-term value propositions should be anchoring any and all dry powder they put to work.
A prudent question worth asking is: How does the effort of individual company due diligence compare to having active management on your side?
While a dedicated cohort of investors will prefer to burn the midnight oil combing through financial statements, others will opt for diversification and expert backing from a fund with a track record of being a responsible steward of investor capital.
Seraphim Space Investment Trust, the world’s first listed space technology fund, makes a strong argument for your consideration, offering exposure to an 18-piece portfolio spanning communications, defense, security, climate monitoring and sustainability companies actively translating scientific research into practical applications.
With a focus on mostly growth-stage and privately financed space technology businesses, Seraphim is keen to spread its capital across what it believes to be first-mover advantages in the industries of tomorrow. Standout examples include:
- ICEYE, which operates one of the world’s largest satellite constellations, allowing clients to track natural hazards and catastrophes from anywhere on Earth.
- LeoLabs, whose space mapping service can detect objects as small as 2 cm as far as 1,000 km away.
- D-ORBIT, an in-space services provider, including last-mile satellite delivery.
- Satellite Vu, a specialist in high-resolution thermal data from space to better address global sustainability challenges.
- HawkEye360, whose satellite constellation can capture radio frequency signals, currently aiding in the identification of illegal fishing vessels.
The value of Seraphim’s future-shaping investment have grown exponentially over the six months ended December 31, 2025, rising from £71.8 million to £331.6 million, with 70 per cent of the portfolio by fair value fully funded and more than 85 per cent projecting to be EBITDA profitable in 2026.
Overseeing this growth is a leadership team of seasoned venture capitalists and successful space sector entrepreneurs with numerous multi-billion-dollar outcomes under their belts, as well as experience accelerating more than 140 space technology companies over the past decade.
According to Seraphim’s 2025 investor deck, leadership is confident about continued industry momentum as the year unfolds, driven by elevated geopolitical uncertainty highlighted by conflict in the Middle East, US and European space-related defense investments, and a growing investment opportunity pipeline supported by strategic government and institutional customers.
Investors both current and prospective can further their due diligence with Seraphim’s fiscal Q3 results when they hit the wire on June 3rd.
Shares of Seraphim Space Investment Trust (LSE:SSIT; USOTC:SSITF) last traded at £255.50 and have added 250 per cent year-over-year.
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