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First State Global Resources

Ranked 12 out of 23 in - Natural Resources over 12 months
All calculations are in GBP unless stated

Managed by

Joanne Warner

Objective

The Fund aims to achieve long-term capital growth. The Fund invests in equities in the natural resources and energy sectors world-wide.

Showing fund performance in United Kingdom View performance globally

Performance

Natural Resources over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -11.7%
2017 7.8% 2.3% -8.3% 6.6% 7.9%
2016 69.6% 19.5% 19.2% 12.1% 6.2%
2015 -31.6% -2.8% -7.6% -24.2% 0.6%
2014 -8.1% 3.5% 5.4% -5.4% -10.9%
2013 -14.0% -0.8% -18.4% 8.9% -2.4%
2012 -9.1% 2.7% -15.8% 8.4% -3.1%
2011 -25.8% -1.1% -5.9% -24.0% 4.8%
2010 37.3% 8.8% -12.6% 19.3% 21.0%
2009 70.6% 10.3% 10.5% 21.2% 15.4%
2008 -41.3% -2.0% 13.7% -38.5% -14.3%
2007 54.9% 8.3% 15.0% 17.3% 6.1%
2006 12.8% 12.8% -3.5% -7.8% 12.5%
2005 51.4% 8.4% 3.7% 28.3% 5.0%
2004 8.4% -1.9% -10.6% 15.7% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Italy
  7. Netherlands
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date27/10/2003
  • Share Class size45Mn
  • Base currencyGBP
  • ISIN GB0033737874

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment4

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Energy stocks outshine miners in a sector where performance has been mixed in the past two years.

First State Global Resources

First State Global Resources fund manager Joanna Warner is wary that geopolitical risks, particularly in the Middle East , will sustain high oil prices and put further pressure on global growth and the margins of mining companies.

Markets constrained by stimulus guessing game

MARKET BLOG: European Central Bank's Mario Draghi says fixing the eurozone may require 'exceptional measures'.

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