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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.
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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 |
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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
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Detail |
Key Features
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