Invests globally in natural resources and energy companies.
Prices as at 17 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||Commodities and Natural Resources|
|Dividends paid||30 Apr|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.9%|
The objective is to achieve above average capital growth over the long term through a portfolio of shares in what the management team considers to be 'the great investment theme of our age': the industrialisation of China, Brazil, Russia and India. The universe is broadly divided into energy, base metals, precious metals and alternative energy sources. Small and medium sized companies will be targeted with "special situation" qualities and the manager will hold a diversified portfolio to minimise downside risk. The macro-economic environment and political considerations, in an industry subject to political pressures, will also form an important part of the decision making process. As such, the benchmark is a point of reference only and the fund can materially deviate from it. The manager has a well resourced commodity team that can also use JPM's worldwide analyst network to find new stock ideas.
Past performance is not a guide to future performance. View full risk warning