Posted inTop Trumps

Mutual Fund Top Trumps: Natural Resources – 28 March 2024

This week FSA presents a quick comparison of two natural resources funds: the BGF Natural Resources fund and the Franklin Natural Resources fund.
by Fund Selector Asia
Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.

BGF Natural Resources fund

The fund invests at least 70% of its total assets in the equity securities of companies the main business of which is the natural resources sector, such as companies engaged in mining, energy and agriculture.

Country allocation:

  1. USA (56.8%)
  2. UK (19.59%)
  3. Canada (5.3%)
  4. Australia (4.18%)
  5. France (3.81%)
  6. Ireland (3.8%)
  7. Finland (2.64%)
  8. Norway (2.6)
  9. Cash and/or Derivatives (1.29%)

Franklin Natural Resources fund

The fund pursues an actively managed investment strategy and invests mainly in equity securities issued by companies that are involved in natural resources and related businesses.

Country allocation:

  1. USA (67.95%)
  2. Canada (16.69%)
  3. UK (6.07%)
  4. Australia (3.57%)
  5. France (1.97%)
  6. Brazil (1.71%)
  7. Norway (1.14%)
  8. Hong Kong (0.63%)
  9. Austria (0.22%)
  10. Cash & Cash Equivalents (0.06%)

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