Seeking to identify long-term global winners in the arena of natural resources extraction and production.
3YR Return Annualised
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(View Total Returns)
Inception Date 18-Mar-2016
Performance figures calculated in GBP
Investment ObjectiveTo increase the value of its shares, over the long term, through growth in the value of its investments. The fund invests mainly in a widely diversified portfolio of stocks of natural resources or commodities-related companies. The companies may be anywhere in the world, including emerging markets.
- Focus on well-managed companies that own or develop natural resources and other basic commodities with attractive long-term supply-demand fundamentals.
- Invest in companies that operate “downstream” from these resources, e.g., refining, paper manufacturing, steel fabrication, and petrochemicals.
- The portfolio invests in resource companies on a global basis including — international energy, forest products, mining, and commodities.
- Assessment of resource/commodity cycle, industry valuation, and company fundamentals is key.
- Broadly diversify holdings to manage portfolio risk profile relative to highly concentrated energy or gold strategies.
- Environmental, social and governance ("ESG") factors with particular focus on those considered most likely to have a material impact on the performance of the holdings or potential holdings in the funds’ portfolio are assessed. These ESG factors, which are incorporated into the investment process alongside financials, valuation, macro-economics and other factors, are components of the investment decision. Consequently, ESG factors are not the sole driver of an investment decision but are instead one of several important inputs considered during investment analysis.
- Typically 90-120 securities
- Positions typically range to 5%
- Reserves typically range from 0% to 5%
|Month to DateData as of 03-Dec-2021||Quarter to DateData as of 03-Dec-2021||Year to DateData as of 03-Dec-2021||1 MonthData as of 31-Oct-2021||3 MonthsData as of 31-Oct-2021|
|Indicative Benchmark %||0.74%||3.44%||30.46%||4.93%||11.23%|
|Excess Return %||0.13%||2.00%||-6.93%||0.02%||-3.03%|
Metals & Mining
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