Risk Considerations
- The Fund is actively managed and invests mainly in a widely diversified portfolio of shares of natural resources or commodities-related companies. The companies may be anywhere in the world, including emerging markets.
- Investment in the Fund involves risks, including general investment risk, equity market risk, risks associated with depositary receipts, risk of investing in the natural resources sector, sector concentration risk and currency risk which may result in loss of a part or the entire amount of your investment.
- The Fund may use derivatives for hedging and efficient portfolio management and is subject to derivatives risk. Exposure to derivatives may lead to a risk of significant loss by the Fund.
- The value of the Fund can be volatile and could go down substantially.
- Investors should not invest in the Fund solely based on this webpage.
Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
SICAV
Global Natural Resources Equity Fund
An actively managed, broadly diversified portfolio of around 90-120 stocks of natural resources or commodities-related companies. The universe includes companies that own or develop natural resources and other basic commodities and companies both upstream and downstream in the supply chain.
ISIN LU0272423673
FACTSHEET
KFS
Shinwoo Kim is the portfolio manager of the Global Natural Resources Equity Fund. He is a member of the Investment Advisory Committees of the Global Natural Resources Equity, US Large-Cap Value Equity, and US Large-Cap Equity Income Strategies.
Overview
Strategy
Fund Summary
Our approach involves assessing resource/commodity cycles, industry valuations, and company fundamentals. The focus is on identifying well-managed companies with attractive long-term supply and demand fundamentals. We broadly diversify holdings for more consistent returns potential and lower volatility than highly concentrated energy or gold strategies. The manager is not constrained by the fund's benchmark, which is used for performance comparison purposes only.
