Fund Summary & Key Points

The Global Resources UCITS (“Sub-Fund”) seeks long-term capital appreciation by investing in shares of companies active in the exploration, development, production or distribution of "hard assets". Hard assets companies, directly or indirectly, derive at least 50% of revenues from exploration, development, production, distribution relating to energy, precious metals, non-precious metals and forestry products. The Sub-Fund’s benchmark is the S&P North American Natural Resource Index.

The Global Resources UCITS is expertly managed by an extensive investment team that is among the industry’s largest, and includes trained geologist and engineers as well as senior analysts with deep sector experience. In selecting the individual stocks, the investment team is guided by its own fundamental assessment of companies, which often includes on-site visits.