Quick Stats

Bid Price - Offer Price -
Mid Price GBX 283.17 Day Change GBX +0.12 (0.04%)
Price Date 28 Jun 2017 Crown Rating 5
Shares Class Inc. Yield 0.63 %
Total Expense Ratio 0.82 Fund Size 460,800,000.00
Launch Date 27/10/2003 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.82
ISIN GB0033737767 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

Joanne Warner
Dr Joanne Warner joined First State Investments as a portfolio manager in August 1997 and became Head of Global Resources in June 2010. Joanne has been primary Portfolio Manager for the First State Global Resources Fund since 2006 as well as all publicly offered Global Resources long funds in Australia, Singapore and Hong Kong.Joanne has more than 13 years’ experience as a specialist Global Resources portfolio manager and analyst. She moved into the financial sector with the London based global mining specialist broker, T Hoare & Co, where she spent two years as an analyst before moving to Equitilink as a Fund Manager in the resources sector.Joanne holds a Bachelor of Applied Science (Applied Chemistry) from the University of Technology, Sydney, where she won the University Medal. She was awarded a Commonwealth Scholarship to study at the University of Oxford where she was awarded a PhD in Solid State Chemistry. In November 2007, she won the Outstanding Achievement Award for Mining Funds Management at the annual Mines and Money Conference, sponsored by the Mining Journal in London.
Tal Lomnitzer