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Smith & Williamson Global Gold & Resources A Inc

Ranked 20 out of 22 in - Gold & Precious Metals over 12 months
All calculations are in GBP unless stated

Managed by

Ani Markova

Ani Markova is based in Toronto and is a member of the Toronto CFA society. Since 2003 she has worked for AGF Investments Inc where she is a vice president and portfolio manager. Ani manages the Smith & Williamson Global Gold & Resources Fund and uses a top down and bottom up investment style. She gained an MBA in International Business and Finance from George Washington University in Washington DC. Ani was born in Sofia, Bulgaria and outside of fund management she enjoys golf, tennis, skiing and photography.

Objective

The Fund aims to achieve long-term capital growth by investing primarily in the shares of gold mining companies, precious metal related companies and resources based companies quoted on recognised and eligible markets. The Fund may also invest in gold bullion shares, other transferable securities, money market instruments, deposits, collective investment schemes and warrants. The Fund will typically be fully invested in a spread of equities principally within the gold and precious metal industry.

Showing fund performance in United Kingdom View performance globally

Performance

Gold & Precious Metals over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -13.1%
2017 -12.5% 0.5% -7.8% -4.2% -1.6%
2016 89.0% 40.4% 48.8% 7.6% -15.9%
2015 -17.8% 0.1% -3.7% -17.8% 3.9%
2014 -2.0% 15.0% 8.5% -10.8% -12.0%
2013 -45.4% -8.7% -36.7% 11.8% -15.4%
2012 -13.5% -1.4% -16.9% 22.4% -13.8%
2011 -27.0% -3.2% -10.2% -12.3% -4.3%
2010 65.8% 7.2% 8.7% 16.1% 22.5%
2009 73.8% 22.8% 0.2% 23.3% 14.6%
2008 -29.0% 1.3% -3.0% -28.3% 0.8%
2007 24.6% 6.8% 5.7% 8.5% 1.8%
2006 33.8% 27.5% -2.6% -0.1% 7.9%
2005 33.6% -6.2% 0.3% 22.3% 16.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/12/2004
  • Share Class size44Mn
  • Base currencyGBP
  • ISIN GB00B04PXP62

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment5

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Smith & Williamson Global Gold and Resources fund co-manager Ani Markova has taken the fund's gold bullion exposure to its maximum weighting of 10% and has been moving into more defensive large cap names after a tough 2011.

The one commodity that could defy the downturn

Lurking in the shadows of ubiquitous precious and resource commodities is mineral sands, which miners have been reaping rewards from and fund managers believe will beat the slowdown.

The big gold opportunity as Bank fires QE gun again

Smith & Williamson's Ana Markova believes gold could hit $2,500 and the BoE's decision to pump an additional £50 billion into the UK adds further weight to her argument and potentially creates a big opportunity in gold shares.

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