DMS Charteris Gold & Precious Metals Fund
The Fund seeks to provide capital growth through a diversified portfolio of between 20-50 companies whose core business is involved in the mining, refining, production and marketing of gold and precious metals. The majority of the fund is invested in gold mining companies with a market capitalisation of more than $500m but the manager has the flexibility to invest in mid-cap companies when valuation opportunities arise. The fund does not invest in physical gold.
Who Might The Fund Appeal To?
The gold and precious metals sector provides diversification away from risk, fixed income and equities exposure – and as such is a foundation asset within any long-term savings or investment portfolio. Gold has long been viewed as a safe haven against uncertain stock markets and rising inflation but the fund is categorised as higher risk and performance can be volatile.
- Top UK performing fund out of more than 2,500 funds in 2016, 2019
- FE Single Crown rating
- Morningstar 2 star rating
- Same investment team since launch in 2010
Source: Bloomberg & FE Trustnet
Past performance should not be as guide to future performance. All performance information is based on the Institutional Accumulation class unless stated otherwise.
The value of this investment and the income from it can go down as well as up, it may be affected by exchange rate variations, and you may not get back the amount invested.
A comprehensive list of risk factors is detailed in the KIID and the Fund Prospectus and an investment should not be contemplated until the risks are fully considered and understood.
Current tax levels and reliefs will depend on your individual circumstances and details are also contained in the Key features (including the KIID and Principal Prospectus).
If you are unsure of the suitability of this investment, please contact your Financial Adviser.