Quick Stats

Bid Price - Offer Price -
Mid Price GBX 102.17 Day Change GBX -0.31 (-0.30%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.26 %
Total Expense Ratio 1.14 Fund Size 13,555,190.48
Launch Date 15/01/2013 Standard Initial Charge (%) 4.75
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 1.14
ISIN GB00B76N3G84 Min TopUp (£) 100.00

Fund Objective

The fund aims to provide capital growth primarily through investing in shares of companies around the globe exposed to the resources sectors, which may include energy. The fund invests in opportunities in energy, base metals, precious metals, forest products, industrial products and agriculture/water and is diversified by sub-sector, market cap and geography.

Fund Managers

Benoit Gervais
Benoit is Senior Vice President at Mackenzie Financial Corporation where he joined in 2001 after completing a Masters in Mineral Economics at Colorado School of Mines. Prior to joining Mackenzie, Benoit gained valuable experience in the resource industry working for organizations such as Inco Ltd., Fording Inc., ICI PLC and the International Institute for Environment and Development in London, England. He also holds a Bachelor of Engineering from École Polytechnique and McGill University and is a CFA charterholder.