The Fund aims to achieve long-term capital growth primarily through investment in equities issued by companies around the globe involved in gold mining. The Fund may also invest, up to one-third, in companies around the globe that are involved in mining for other precious metals and other minerals and metals.
Fund features
A specialist, benchmark agnostic, gold equity fund
George Cheveley
Portfolio Manager
George is a portfolio manager and metals and mining specialist in the Natural Resources team. George...
Top & bottom region weightings vs comparative index (%)
Top & bottom sector weightings vs comparative index (%)
Top & bottom stock weightings vs comparative index (%)
Top holdings (%)
Portfolio statistics
Fund
Index
Canada
42.6
Australia
22.1
United States
21.1
South Africa
11.9
United Kingdom
1.7
Cayman Islands
China*
Colombia
Hong Kong
Mexico
Peru
Taiwan
Cash
0.6
*Offshore and/or Mainland
Important information
The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice.
No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity.
While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information.
This material does not constitute a full summary of the risks associated with any product, fund, service or strategy.
Relevant risk disclosures are available in the applicable documents, which can be requested free of charge.
For details on specific funds, please refer to the relevant fact sheets.
For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.
The Fund invests in a small number of sectors (i.e. gold mining) and smaller companies which may be subject to greater volatility than more broadly diversified portfolios and less liquid than shares of larger companies respectively. The Fund offers exposure to commodities and may include additional risks, such as political risk, natural events or terrorism. Equity investments could be volatile and subject to high risk of loss. The Fund may be also subject to exchange rate fluctuation risk.
The Fund may use derivatives for hedging and/or efficient portfolio management purposes and may be exposed to significant risk of loss when the use becomes ineffective.
In adverse situations, the Fund may suffer significant losses. It is possible that the original amount you invested could be lost.
Investors should not solely rely on this document to make investment decisions.