+41 55 617 28 70 info@s-i-a.ch

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 (March 31, 2021)

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  (March 31, 2021)

Fact Sheet / Fund Documents

Operating Manual & Dealing Guidelines
Reports 2019 - 2012
Year Download file Type
2019 Annual-Report – 2019 – English
2019 Annual-Report – 2019 – German
2019 Annual-Report – 2019 – French
2019 Annual-Report – 2019 – Italian
2019 Semi-Annual-Report – 2019 – English
2019 Semi-Annual-Report – 2019 – German
2019 Semi-Annual-Report – 2019 – French
2019 Semi-Annual-Report – 2019 – Italian
2018 Annual-Report - 2018 - English
2018 Annual-Report – 2018 – German
2018 Annual-Report – 2018 – French
2018 Annual-Report – 2018 – Italian
2018 Semi-Annual-Report – 2018 – English
2018 Semi-Annual-Report - 2018 - German
2018 Semi-Annual-Report - 2018 - French
2018 Semi-Annual-Report – 2018 – Italian
2017 Annual-Report - 2017 - English
2017 Annual-Report – 2017 – German
2017 Annual-Report – 2017 – French
2017 Annual-Report – 2017 – Italian
2017 Semi-Annual-Report - 2017 - English
2016 Annual-Report - 2016 - English
2016 Annual-Report - 2016 - German
2016 Annual-Report - 2016 - French
2016 Annual-Report - 2016 - Italian
2016 Semi-Annual-Report - 2016 - English
2016 Semi-Annual-Report - 2016 - German
2016 Semi-Annual-Report - 2016 - French
2016 Semi-Annual-Report - 2016 - Italian
2015 Annual-Report - 2015 - English
2015 Annual-Report - 2015 - German
2015 Annual-Report - 2015 - French
2015 Annual-Report - 2015 - Italian
2015 Semi-Annual-Report - 2015 - English
2015 Semi-Annual-Report - 2015 - German
2015 Semi-Annual-Report - 2015 - French
2015 Semi-Annual-Report - 2015 - Italian
2015 Semi-Annual-Report - 2016 - German
2014 Annual-Report - 2014 - English
2014 Annual-Report - 2014 - German
2014 Annual-Report - 2014 - French
2014 Annual-Report - 2014 - Italian
2014 Semi-Annual-Report - 2014 - English
2014 Semi-Annual-Report - 2014 - German
2014 Semi-Annual-Report - 2014 - French
2014 Semi-Annual-Report - 2014 - Italian
2013 Annual-Report - 2013 - English
2013 Annual-Report - 2013 - German
2013 Annual-Report - 2013 - French
2013 Annual-Report - 2013 - Italian
2013 Semi-Annual-Report - 2013 - English
2013 Semi-Annual-Report - 2013 - German
2013 Semi-Annual-Report - 2013 - French
2013 Semi-Annual-Report - 2013 - Italian
2012 Annual-Report - 2012 - English
2012 Annual-Report - 2012 - German
2012 Annual-Report - 2012 - French
2012 Annual-Report - 2012 - Italian

Presentations

Presentations

Download file Type
Strategic Value Investing

Download file Type
LTIF NR Presentation

Natural Resources Day Presentations

Download presentationsType
Download Link

Newsletters

Date English German Spanish
March 2021
December 2020
September 2020
June 2020
March 2020
December 2019
September 2019
June 2019
March 2019
December 2018
September 2018
June 2018
March 2018
December 2017
September 2017
June 2017
March 2017
December 2016
September 2016
June 2016
March 2016
Date English
March 2020
September 2019
June 2019
March 2019
December 2018
September 2018
June 2018
March 2018
December 2017
September 2017
June 2017
March 2017
December 2016
September 2016
June 2016
March 2016
Date German
March 2020
June 2019
December 2018
September 2018
June 2018
March 2018
December 2017
September 2017
June 2017
March 2017
December 2016
September 2016
June 2016
March 2016
Date Spanish
March 2020
June 2019
December 2018
September 2018
June 2018
March 2018
December 2017
September 2017
June 2017
March 2017
December 2016
September 2016
June 2016
March 2016
Reset Password

Please fill your data to register









    Please fill your data to receive our quarterly Newsletter