INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
Performance target: To outperform the S&P Global Natural Resources Index by 2.5% per annum, before the deduction of charges, over any 5 year period.
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The Fund invests at least 80% of its assets in shares (equities) and equity-related securities of companies, whose revenues come mostly from the natural resources sector, such as, but not limited to, the mining, energy and agriculture sectors. The Fund may invest in companies of any size, in any country.
The Fund may also invest in other assets including cash and money market instruments.
The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the S&P Global Natural Resources Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund's performance target and the level above which performance fees may be charged (if applicable). The Investment Manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
ABOUT THIS FUND
- Invests in mining, energy, and agriculture companies set to benefit from the ongoing demand for natural resources
- Flexibility to invest across the supply chain, taking advantage of price shifts between upstream and downstream sectors and across industries
- Highly experienced specialist team utilises expertise to identify ‘sweet spots’ ahead of stock price appreciation
