Quick Stats

Bid Price - Offer Price -
Mid Price EUX 80.59 Day Change EUX +0.08 (0.55%)
Price Date 17 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.81 %
Total Expense Ratio 0.78 Fund Size 461,100,000.00
Launch Date 27/10/2003 Standard Initial Charge (%) 0.00
Currency EUX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.78
ISIN GB00B2PF4L24 Min TopUp (£) 50,000.00

Fund Objective

The Fund aims to grow your investment. The Fund invests in shares of companies around the world that are involved in natural resources and the energy industries.

Fund Managers

Todd Warren
Todd joined Colonial First State in January 1999 as a member of the Research & Information team, moving into his current position in the Global Resources team in March 2003. Prior to the move, Todd held responsibility for the relationship with the major independent research houses. Todd also worked closely with the Australian Equities (GDP Plus) team providing both macro and micro level portfolio and process information to both internal and external clients. In October 2004, Todd was seconded to the London office where he has responsibility for marketing the Global Resources fund in the UK and Europe, as well as the role of resources specialist in the Global Equities team. Todd took on portfolio manager responsibilities in July 2006. Prior to joining Colonial First State, Todd spent 3 years with the State Bank of New South Wales in a strategy role, focusing particularly on corporate business strategy. Todd holds a Bachelor of Commerce (Finance and Economics) degree from the University of Newcastle (Australia) and is also a CFA charterholder.
Tal Lomnitzer