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Investec Enhanced Natural Resources

Ranked 3 out of 3 in - Commodities over 12 months
All calculations are in GBP unless stated

Managed by

George Cheveley

George Cheveley graduated from Oxford University with a degree in classics, and also graduated from Warwick University with an MBA. He joined Investec Asset Management in 2007 where he is currently a portfolio manager within the global and commodities & resources team. Prior to this he was manager and market analyst in base metals for BHP Billiton. Before this he worked for CRU (Commodities Research Unit) where he was a research manager. George began his career in 1990 in operations at British Steel Strip Products.

Tom Nelson

Tom Nelson is head of commodities and resources at Investec Asset Management where he deals in natural resource commodities using a hybrid investment style. He joined the firm in 2012 and prior to this, he was a portfolio manager at Guinness Asset Management. Tom graduated from Oxford University with a degree in modern languages.

Objective

The Fund aims to achieve long term capital growth primarily through investment in equities issued by companies around the globe that are expected to benefit from a long term increase in the prices of commodities and natural resources, and related derivatives. Such companies will be involved in mining, extracting, producing, processing or transporting a natural resource or commodity or will be companies which provide services to such companies or will be companies whose performance is otherwise related to the prices of resources or commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Commodities over : 31/03/2017 - 31/03/2018
  • Rank 3/3 Total Return
  • Rank 3/3 Standard Deviation
  • Rank 3/3 Max Drawdown
Fund Name Currency Return
1 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

2 Fulcrum Commodity I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.7%

3 Investec Enhanced Natural Resources A Acc Net GBP GBP

-7.9%

Fund Name Currency Risk
1 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

GBP

5.9

2 Fulcrum Commodity I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.8

3 Investec Enhanced Natural Resources A Acc Net GBP GBP

14.7

Fund Name Currency Loss
1 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.1%

2 Fulcrum Commodity I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.5%

3 Investec Enhanced Natural Resources A Acc Net GBP GBP

-10.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -10.8%
2017 -1.1% -4.3% -9.5% 4.8% 8.9%
2016 59.3% 13.6% 15.4% 8.9% 11.6%
2015 -20.8% -2.1% -7.5% -14.7% 2.5%
2014 -4.7% -2.9% 4.7% -3.1% -3.2%
2013 -4.5% 3.3% -8.1% 0.8% -0.1%
2012 -4.2% 1.9% -5.4% 2.4% -2.9%
2011 -15.0% -0.3% -1.7% -15.0% 2.0%
2010 21.0% 5.1% -1.7% 3.7% 13.1%
2009 45.3% 16.3% 8.2% 9.1% 5.8%
2008 -22.0% -2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/2008
  • Share Class size79Mn
  • Base currencyGBP
  • ISIN GB00B2QVXH86

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

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Investec restructures commodities team as George takes new role

Head of commodities and resources team Bradley George is assuming another role in the company and will be replaced by Tom Nelson.  

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Investec's Cheveley: gold mining stocks will deliver

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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).