Offshore Capitalist

A Fund For Mining, Metals and Energy Natural Resources

JP Morgan Natural Resources (a UK OEIC) is a highly respected fund managed by Ian Henderson, with colleague Stuart Connell.  With an overall Morningstar 4-Star rating, the fund’s objective is long term growth by investing primarily of shares in companies throughout the world engaged in the production and marketing of commodities.

As at today’s date, the fund size is a little over GBP 1.7 billion, and sector breakdown is as follows:

  • Base Metal And Diversified – 34.8%
  • Gold And Precious Metals – 34.5%
  • Energy – 25.9%
  • Diamonds And Other – 2.2%
  • Soft Commodities – 1.7%
  • Cash – 0.9%
  • Total – 100.0%

Click for: Factsheet, sourceMorningstar performance (ISIN: GB0031835118).

JP Morgan Global Natural Resources (in USD or EUR)

A sister fund is JP Morgan Global Natural Resources, a Luxembourg SICAV (sometimes a more appropriate domicile for offshore investors).

Click for: Factsheet source; Morningstar performance (ISIN: LU0266512127 – USD); Morningstar performance (ISIN: LU0208853274 – EUR).

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