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LF Canlife Global Resource B Acc

Ranked 10 out of 21 in - Natural Resources over 12 months
All calculations are in GBP unless stated

Managed by

Benoit Gervais

Benoit Gervais is Senior Vice President at Mackenzie Financial Corporation where he joined in 2001 after completing a master's in Mineral Economics at Colorado School of Mines. Prior to joining Mackenzie, Benoit gained valuable experience in the resource industry working for organizations such as Inco Ltd, Fording Inc, ICI PLC and the International Institute for Environment and Development in London. He also holds a Bachelor of Engineering from the École Polytechnique and McGill University and is a CFA charterholder.

Objective

The Fund aims to provide capital growth primarily through investing in shares of companies around the globe exposed to the resources sectors, which may include energy. The fund invests in opportunities in energy, base metals, precious metals, forest products, industrial products and agriculture/water and is diversified by sub-sector, market cap and geography.

Showing fund performance in United Kingdom View performance globally

Performance

Natural Resources over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -16.6% -8.8% 18.9% -4.3% -19.6%
2017 -7.6% -8.0% -10.7% 4.0% 8.2%
2016 76.4% 17.0% 20.9% 9.8% 13.5%
2015 -23.3% 1.6% 0.3% -23.3% -1.9%
2014 -13.4% 7.2% 8.1% -4.1% -22.1%
2013 -7.0% 4.4% -0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Williams Companies Inc ORD 3.70%
Nutrien Ltd ORD 3.56%
Plains GP Holdings LP ORD 3.41%
Noble Energy Inc ORD 3.23%
Eni SpA DR 3.20%
TransCanada Corp ORD 3.19%
Royal Dutch Shell PLC DR 3.16%
MRC Global Inc ORD 3.12%
First Quantum Minerals Ltd ORD 3.07%
WRKCO INC ORD 2.95%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/01/2013
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB00B88W5J77

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment3,500

Charges

  • Annual management1.00%
  • Initial investment4.75%

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