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Smith & Williamson Global Gold & Resources A Inc

Ranked 12 out of 21 in - Gold & Precious Metals over 12 months
All calculations are in GBP unless stated

Managed by

Ani Markova

Ani Markova is based in Toronto and is a member of the Toronto CFA society. Since 2003 she has worked for AGF Investments Inc where she is a vice president and portfolio manager. Ani manages the Smith & Williamson Global Gold & Resources Fund and uses a top down and bottom up investment style. She gained an MBA in International Business and Finance from George Washington University in Washington DC. Ani was born in Sofia, Bulgaria and outside of fund management she enjoys golf, tennis, skiing and photography.

Objective

The Fund aims to provide capital growth over the long term by investing primarily in the shares of gold mining companies and companies within the precious metals and resources industry. The Fund may also make other investments, including shares (gold bullion and other companies), bonds issued by governments and other organisations, cash, deposits and money market instruments, warrants, other investment funds. The Fund may use derivatives for Efficient Portfolio Management (EPM), i.e. to protect against market or currency movements, to reduce costs, or to earn income or capital.

Showing fund performance in United Kingdom View performance globally

Performance

Gold & Precious Metals over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.6%
2018 -14.5% -13.1% 4.9% -12.6% 7.3%
2017 -12.5% 0.5% -7.8% -4.2% -1.6%
2016 89.0% 40.4% 48.8% 7.6% -15.9%
2015 -17.8% 0.1% -3.7% -17.8% 3.9%
2014 -2.0% 15.0% 8.5% -10.8% -12.0%
2013 -45.4% -8.7% -36.7% 11.8% -15.4%
2012 -13.5% -1.4% -16.9% 22.4% -13.8%
2011 -27.0% -3.2% -10.2% -12.3% -4.3%
2010 65.8% 7.2% 8.7% 16.1% 22.5%
2009 73.8% 22.8% 0.2% 23.3% 14.6%
2008 -29.0% 1.3% -3.0% -28.3% 0.8%
2007 24.6% 6.8% 5.7% 8.5% 1.8%
2006 33.8% 27.5% -2.6% -0.1% 7.9%
2005 33.6% -6.2% 0.3% 22.3% 16.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
ETFS Gold Bullion Securities 5.30%
Newmont Mining Corp ORD 5.16%
Agnico Eagle Mines Ltd ORD 5.10%
Barrick Gold Corp ORD 4.71%
Kirkland Lake Gold Ltd ORD 4.30%
Wheaton Precious Metals Corp ORD 4.27%
Silvercrest Metals Inc ORD 4.01%
Endeavour Mining Corp ORD 3.44%
SSR Mining Inc ORD 3.26%
Semafo Inc ORD 3.23%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/12/2004
  • Share Class size44Mn
  • Base currencyGBP
  • ISIN GB00B04PXP62

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment5.00%

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Lurking in the shadows of ubiquitous precious and resource commodities is mineral sands, which miners have been reaping rewards from and fund managers believe will beat the slowdown.

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Smith & Williamson's Ana Markova believes gold could hit $2,500 and the BoE's decision to pump an additional £50 billion into the UK adds further weight to her argument and potentially creates a big opportunity in gold shares.

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