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Investec Enhanced Natural Resources

Ranked 4 out of 5 in - Commodities over 12 months
All calculations are in GBP

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

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.

Performance

Commodities over : 30/06/2014 - 30/06/2015
  • Rank 4/5 Total Return
  • Rank 4/5 Standard Deviation
  • Rank 4/5 Max Drawdown
Fund Name Return
1 BofAML MLCX Commodity Alpha 5 GBP B Acc

2.8%

2 F&C Water & Agriculture Long/Short A GBP Inc

-6.7%

3 Fulcrum Commodity Z GBP

Currency exposure is hedged

Currency exposure is hedged

-7.8%

4 Investec Enhanced Natural Resources A Acc Net GBP

-15.1%

5 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

-27.3%

Fund Name Risk
1 F&C Water & Agriculture Long/Short A GBP Inc

1.2

2 BofAML MLCX Commodity Alpha 5 GBP B Acc

1.5

3 Fulcrum Commodity Z GBP

Currency exposure is hedged

Currency exposure is hedged

2.3

4 Investec Enhanced Natural Resources A Acc Net GBP

2.5

5 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

4.3

Fund Name Loss
1 BofAML MLCX Commodity Alpha 5 GBP B Acc

-3.9%

2 F&C Water & Agriculture Long/Short A GBP Inc

-7.7%

3 Fulcrum Commodity Z GBP

Currency exposure is hedged

Currency exposure is hedged

-8.0%

4 Investec Enhanced Natural Resources A Acc Net GBP

-15.7%

5 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

-30.8%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -2.1% -7.5%
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

Asset Allocation

Breakdown

30/04/2015

Top 10 Holdings

Stock Size
BHP Billiton Ltd ORD 5.44
BHP Billiton PLC ORD 4.15
Exxon Mobil Corp ORD 3.41
Suncor Energy Inc ORD 3.30
ConocoPhillips ORD 3.30
EOG Resources Inc ORD 3.19
Rio Tinto PLC ORD 3.14
Tyson Foods Inc ORD 3.09
Marathon Oil Corp ORD 2.99
Total SA ORD 2.68
30/04/2015

Registered For Sale In

  1. Singapore
  2. United Kingdom

Fund Info

  • Launch date01/05/2008
  • Share Class size97Mn
  • Base currencyGBP
  • ISIN GB00B2QVXH86

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment4.5

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