Smith & Williamson Global Gold & Resources B Inc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.71 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.71 |
Cumulative Performance
Discrete Performance
| Fund Size | 54,000,000.00 | Launch Date | 03/12/2004 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 0.71 |
| ISIN | GB00B3RJHY30 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.7100 (on 06/02/2020) |
The Fund aims to achieve long-term capital growth by investing primarily in the shares of gold mining companies, precious metal related companies and resources based companies quoted on recognised and eligible markets. The Fund may also invest in gold bullion shares, other transferable securities, money market instruments, deposits, collective investment schemes and warrants. The Fund will typically be fully invested in a spread of equities principally within the gold and precious metal industry.
Stephen Bonnyman
Stephen Bonnyman is Co-Head, North American Equity Research and Portfolio Manager of AGF’s Canadian and global resources portfolios as well as AGF Precious Metals Fund.He joined AGF in 2013 with more than 20 years of buy and sell side experience covering the global materials industry, including five years of institutional money management. Prior to joining AGF, Steve was Managing Director and Mining Analyst at a major financial institution, responsible for global company research coverage and equity market analysis. Prior to that, he was an analyst and portfolio manager at two leading asset management firms. Steve has a B.Sc. in Geology from McMaster University and an MBA from Dalhousie University and is a CFA charterholder. Registered as a Portfolio Manager under AGF Investments Inc. and AGF Investment America Inc.
| Name | Weight |
|---|---|
| NEWMONT CORP | 7.30% |
| AGNICO EAGLE MINES | 7.00% |
| BARRICK GOLD CORP | 6.40% |
| SILVERCREST METALS INC | 6.00% |
| KINROSS GOLD CORP | 5.00% |
| GOLD BULLION SECURITIES LD GOL | 4.90% |
| KIRKLAND LAKE GOLD INC | 4.50% |
| FRANCO NEVADA CORP | 4.10% |
| B2GOLD CORP | 3.80% |
| ANGLOGOLD ASHANTI | 3.50% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.