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JPM Natural Resources C

Bestinvest LogoInvests globally in natural resources and energy companies.

PRICE (INC)

58.92p

PRICE (ACC)

985.2p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.9%

YIELD

3.2%

1 YEAR
25.34%

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.

The fund aims to produce long term capital growth by primarily investing in companies located globally that are engaged in producing and marketing commodities, many of which are in the early stages of exploration. Its benchmark is the Euromoney Gold, Mining and Energy Index, but it has a bias towards mid/ small caps. It is the longest established open ended collective fund specialising in natural resources, having been initiated in 1965. Due to their nature, specialist funds can be subject to specific sector risks. Investors should ensure they read all relevant information in order to understand the nature of such investments and the specific risks involved.

Fund summary

SectorCommodities and Natural Resources
StructureOEIC
LaunchedOctober 2012
Size£958m
Yield3.2%
Charging BasisIncome
Dividends paid30 Apr

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.9%

Investment Process

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.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning