We manage both long only and long-short strategies in the global resources sector. Our specialist investment team includes geologists, chemists and engineers as well as finance professionals. We believe such deep and specific knowledge is essential when researching and managing investments in this asset class.
Rather than focusing on forecasting commodity prices, which we do not believe can be accurately achieved, we adopt an active approach based on exploiting market inefficiencies. We conduct thorough first hand research making an average of 70 mine and site visits per year.
Our Global Resources team have been awarded many accolades including:
• Lipper UK Fund Awards 2010, Best Fund: Equity Sector Natural Resources
• Morningstar Cash Fund Awards - Switzerland 2010, Best Fund: Equity Sector Natural Resources
• Lipper Germany Fund Awards 2010, Best Fund: Equity Sector Natural Resources.
First State Global Resources Fund
First State Global Resources Long Short Fund
In May 2010 the First State Global Agribusiness Fund was launched. Run by our award-winning Global Resources team, the Fund invests in global agribusiness companies and provides investors with the chance to benefit from the long-term growth prospects of this dynamic sector.
First State Global Agribusiness Fund Profile
