Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Craton Capital Precious Metal Fund A

Ranked 20 out of 22 in - Gold & Precious Metals over 12 months
All calculations are in GBP unless stated

Managed by

Markus Bachmann

Markus Bachmann is based in Johannesburg with the specialist South African firm Craton Capital, which he set up in 2003. He currently manages the Craton Capital Precious Metal fund, and is a value and long-term investor. He looks to invest in undervalued companies in special situations where there is potential for the stock price to increase. He started his career in the corporate finance department at Credit Suisse, and then went on to join the emerging markets team at SBC Brinson. In 2000 he joined Coronation Fund Managers in Cape Town, as a senior portfolio manager and global resources specialist, before leaving to set up his own company in 2003. He has a business degree from the University of Berne, Switzerland.

Objective

The investment objective is to outperform the FT Gold Mines (All Mines) index. To achieve this, the fund invests primarily in equity securities of companies from the gold, platinum group metals, silver, and diamonds sectors. Specifically, the aim is to generate alpha of 5-8% annually over a three-year rolling period versus the index.

Showing fund performance in United Kingdom View performance globally

Performance

Gold & Precious Metals over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -21.1% -10.4% -0.7% -13.7% 2.8%
2017 -3.5% 10.7% -9.0% -2.1% -2.2%
2016 109.6% 43.3% 59.5% 10.0% -16.7%
2015 -22.7% -3.8% 1.0% -16.5% -4.6%
2014 -1.1% 16.4% 13.3% -13.8% -12.9%
2013 -54.9% -12.8% -33.7% 3.6% -24.7%
2012 -29.3% -7.6% -25.7% 22.7% -16.1%
2011 -32.5% -7.1% -4.3% -19.3% -5.9%
2010 80.3% 11.6% 3.4% 19.0% 31.4%
2009 59.4% 15.0% -2.9% 23.3% 15.8%
2008 -26.9% -5.4% -2.0% -30.0% 12.7%
2007 13.7% 0.0% -0.6% 6.2% 7.8%
2006 31.3% 31.5% -10.8% -2.6% 14.8%
2005 43.2% 8.7% -1.1% 14.4% 16.4%
2004 -4.6% -7.2% -14.4% 17.6% 2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Cash and Cash Equivalents 7.74%
Eleckra Mines Limited ORD 6.87%
B2Gold Corp ORD 6.78%
Atlantic Gold Corp ORD 6.45%
Kirkland Lake Gold Ltd ORD 6.33%
SSR Mining Inc ORD 5.90%
Argonaut Gold Inc ORD 5.42%
Torex Gold Resources Inc ORD 4.75%
Osisko Mining Inc ORD 4.72%
Evolution Mining Ltd ORD 4.53%
28/02/2019

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Luxembourg
  5. Singapore
  6. Sweden
  7. United Kingdom

Fund Info

  • Launch date14/11/2003
  • Share Class size50Mn
  • Base currencyUnits
  • ISIN LI0016742681

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).