Objective
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Invest in equity securities of companies that are directly or indirectly involved in the exploration, mining, production or distribution of gold and precious metals and minerals.
Allocation
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Original research analysis to uncover value in companies
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Listed equities only to be allocated on the Australian Stock Exchange (‘ASX’)
Product Fees & Charges
Account Onboarding = US$500a
Only charged if no ABC Account opened
Management = 2%
2% p.a. calculated monthly and paid in advance
Performance = 20% above high water mark
20% of net yield above a minimum hurdle of 10% (high-water mark) calculated upon transactions.
ASX Mining Equities
Key benefits:
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Provides portfolio diversification both in asset class and risk/return profile
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Capitalise on counter-cyclical growth and hedge economic and political risk
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Investment performance far exceeds current market index and investment products