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Baker Steel Gold Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106754-2023-12-05-02:19.pdf
FUND MANAGER Sanlam Private Wealth
ASX Code
APIR SLT0006AU
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE

Use established research process to invest in gold/precious metal producers and has a valuation database of over 200 gold mining companies and 500 gold deposits. Team led stock selection and investment decison-making process.

 

INVESTMENT PROFILE

Using exposure to global gold and precious metal equities to provid ecapital growth and out perform the ftse gold mines index expressed in aud after managment fees and usual expenses over rolling 5 year periods.

CURRENCY MANAGEMENT
INCEPTION DATE 27-10-2003
BENCHMARK ftse gold mines index
FUND SIZE ftse gold mines index
DISTRIBUTION FREQUENCY Yearly in June
NO. OF HOLDINGS
FEES 2.67% p.aof the NAV of the class for retail investments, 2.38% p.a Institutionally
STRUCTURE

Benefits

Benefits
  • Gives investor wide range of exposure to global gold/precious metal funds.
  • Can often access investments for less cost than individual investors.
  • Efficient portfolio construction and risk management to reduce volatility.

 

RISK LEVEL high
INVESTOR SUITABILITY

Suitable for investors looking for exposure to a georgraphically diversified portfolio of globally listed gol/precious metals equities with a mid to high capitalisation focus and minimum investment timeframe of 5 years with high risk tolerance. 

Risks

Title
Detail

Key Features

  • access to diverse range of funds
  • extensive research and time put into volatility and risk preventions
  • high level of experience and knowledge in intricacys of gold/precious metal funds

Mandate