MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth (to grow the value of your investment) over at least 5 years. The Fund invests primarily (at least two-thirds) in the shares of companies (of any size) around the world expected to benefit from price increases in commodities and natural resources over the long-term and in related derivatives (financial contracts whose value is linked to the price of the shares of such companies).

Fund Managers

George Cheveley

George is a portfolio manager and metals and mining specialist in the Thematic Equity team within Multi-Asset. He joined the firm in 2007. George is a portfolio manager for the Global Gold Fund and co-portfolio manager for the diversified Natural Resources strategies. He covers all aspects of metals and mining supply and demand including, most recently, the impact of renewable energy and electric vehicles on metals demand. Prior to this, he was a market analyst for three years at BHP Billiton, working in The Hague and Singapore. He was recruited to BHP Billiton in 2004 from CRU (Commodities Research Unit), an independent metals/chemicals related research company based in London. At CRU, he spent three years in the Carbon Steel team and five years as a Research Manager – Copper, providing in-depth research and forecasts to the industry, banks and hedge funds. George began his career in 1990 in operations at British Steel Strip Products, working for three years in the Tinplate division. George graduated from the University of Oxford in 1989 with an honours degree in Classics and in 1995 was awarded an MBA from Warwick University.

Tom Nelson

Tom is Co-Head of Thematic Equity within the Multi-Asset team at Ninety One. He is co- portfolio manager of the Energy and Natural Resources strategies, which invest directly in equities in these sectors. Tom is part of the Sustainability leadership team and was instrumental in the launch of the Global Environment strategy. Tom joined the firm in 2012 and before that spent seven years at Guinness Asset Management where he was part of the team that managed the outsourced Investec Global Energy Fund from 2005 to 2008 and was subsequently co-portfolio manager of the Guinness Global Energy Fund from 2008 onwards. Tom holds the UKSIP Level III Certificate in Investment Management and an MA in Modern Languages (French and German) from the University of Oxford.

Dawid Heyl

Dawid is a portfolio manager in the Thematic Equity team within Multi-Asset at Ninety One. He is a portfolio manager on our Global and Enhanced Natural Resources funds and strategies. He covers agriculture, protein, basic foodstuffs, forest products, metals and mining, as well as various environmental investment sectors. Having specialized in agriculture and softs since 2007, he has focused on the developments in sustainable food production, the efficient use of water, seed, fertilizer and crop protection inputs as well as the advent of precision agriculture. Before joining the firm, Dawid was a derivatives trade accountant at KBC Financial Products. Prior to this, from 2002 to 2005, he qualified as a chartered accountant at Baker Tilly Greenwoods Auditors in Cape Town, during which time he managed audits of companies in the agricultural, protein and industrial sectors. Dawid graduated from the University of Stellenbosch with a Bachelor’s degree in Law in 2000. In 2001 he completed the Accountants Conversion Course at the University of Cape Town and in 2002 he graduated from the University of South Africa with an honours degree in Accounting. Dawid was awarded the Chartered Accountant designation (SA) in 2005 and is also a CFA Charterholder.