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RobecoSAM Smart Materials Fund - New rating
The traditional long term case for commodities investment is one of growing demand and restricted supply, offering commodities providers the prospect of increasing volumes and rising prices. However, it hasn’t quite worked out like that. Over the long term volumes have risen, but prices have remained static in real terms.
RobecoSAM believes that the missing link in this puzzle is the role of human ingenuity and free market forces. This has led to two factors that it believes have been ignored by traditional commodity market analysis, Substitution and Technological progress.
The RobecoSAM Smart Materials Fund therefore focuses on the innovative materials and technologies that drive these two factors. These fall largely into four clusters 1) Basic Resources, 2) Innovative Materials, 3) Process Technologies, 4) Recycling and Disposal.
The nature of the companies it invests in means that they tend to be higher risk than those held in a typical equity fund. The fund has been awarded a new three star rating.
The property market is illiquid and this can, in exceptional circumstances, lead to times in which clients are unable to dispose of part or all of their holding. Property valuations are made by independent agents but are ultimately subjective and a matter of judgement.