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First State Global Resources

Ranked 9 out of 16 in - Natural Resources over 12 months
All calculations are in GBP

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.


Natural Resources over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
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

Asset Allocation



Top 10 Holdings

Stock Size
BHP Billiton Ltd ORD 6.96
Rio Tinto Ltd ORD 6.60
Exxon Mobil Corp ORD 6.37
Vale SA DR 4.50
Rio Tinto PLC ORD 3.67
China Shenhua Energy Co Ltd ORD 3.42
Glencore PLC ORD 3.31
BHP Billiton PLC ORD 3.26
Noble Energy Inc ORD 2.58
Freeport-McMoRan Inc ORD 2.43

Registered For Sale In

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

Fund Info

  • Launch date27/10/2003
  • Share Class size89Mn
  • Base currencyGBP
  • ISIN GB0033737874

Purchase Info

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


  • Annual management1.5%
  • Initial investment4

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