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Long Term Investment Fund (SIA) - Natural Resources

 

Description

Investment Objective

To provide long-term capital appreciation and income, primarily through investment in a portfolio of equities of natural resources companies worldwide with good fundamentals and strong profitability potential.

Investment Policy

"Buy and hold" is applied to a limited, yet diversified, selection of securities in the area of natural resources considered by the Investment Manager as offering the greatest potential for profitability. The Fund is normally fully invested.

Risk factors

Due to the concentration of the portfolio on natural resources companies, the Fund has higher than average volatility. Currencies are in general not hedged.

Price / General Information (November 30, 2022)

LTIF Natural Resources EUR
S&P Global Natural Resources Net TR Index EUR (rebased)

LTIF Natural Resources EUR
S&P Global Natural Resources Net TR Index EUR (rebased)

Portfolio  (October 28, 2022)

Fact Sheet / Fund Documents

Operating Manual & Dealing Guidelines
Client Information FIDLEG
Download file Type
Client Information FIDLEG