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First State Global Resources

Ranked 11 out of 21 in - Natural Resources over 12 months
All calculations are in GBP unless stated

Managed by

Joanne Warner


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


Natural Resources over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size47Mn
  • Base currencyGBP
  • ISIN GB0033737874

Purchase Info

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


  • Annual management1.50%
  • Initial investment4

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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).