Investment caseMegatrends and portfolio tools
We invest in two megatrends
The transformation to a green world - a trend that creates investment opportunities in companies and natural resources enabling the solutions to the climate challenge.
Monetary inflation - the creation of credits and debt in the financial system.
Improved risk-adjusted returns
Precious metals and their mining companies have a very low long-term correlation (0-0.3) with the broad stock market. A low correlation between assets is perfect for portfolio construction.
Thanks to the high volatility/return potential, even a smaller allocation in the funds can improve and optimize a portfolio's risk/return characteristics.
We promote change
We know precious metals and green-tech elements are essential in the transformation to a sustainable world.
We promise that we accelerate the world’s green transformation, making an impact together. Promoting change where change matters. Owning the best, favouring the adopters and excluding the laggards.
Explore our funds
AuAg's investment solutions are essential building blocks in any portfolio. They aim to deliver positive long-term returns with a low correlation to traditional investment strategies.
Available across Europe
Chose fund, type of investor, and your country below to see where you can buy the funds. If you can't find your platform, reach out to them and ask if they can add our funds. We want to be buyable on all platforms across Europe.
It's the Elements
The Periodic Table of Chemical Elements is one of the most significant achievements in science, capturing the essence of chemistry and physics, medicine, earth sciences, and biology.
1869 is considered the year when Dmitri Mendeleev discovered the Periodic System. 2019 was the 150th anniversary of the Periodic Table of Chemical Elements and has been proclaimed the “International Year of the Periodic Table of Chemical Elements (IYPT2019)” by the United Nations General Assembly and UNESCO.
See highlighted elements to learn more!
Lithium is a soft. silvery-white alkali metal, that have several important industrial uses. Today, most lithium is used to make lithium-ion batteries for electric cars and mobile devices.
Copper is used in building construction, power generation and transmission, electronic product manufacturing, and the production of industrial machinery and transportation vehicles.
Copper plays an important role in renewable energy systems such as solar and wind power.
Silver is essential in the production of both solar panels and electric vehicles (EV´s). Silver's conductivity and corrosion resistance make it necessary for conductors and electrodes; nearly every electrical connection in an EV uses silver.
In addition, silver will play a crucial part as 5G cellular networks are expanded. Semiconductor integrated circuits/chips, both within smartphones and vehicles, are used to process the frequencies 5G requires, and require silver to work.
By far the most important industrial use for gold is in fabrication of corrosion-free electrical connectors in computers and other electrical devices such as mobile phones, television sets and GPS devices.
The world’s platinum demand varies widely across many sectors. Most notably, platinum metal is used in autocatalysts and jewelry, as well as for medical and industrial purposes.
Platinum is also being used to develop new green hydrogen-powered technology. This technology plays a vital role in low carbon technologies that will enable the path to net zero targets globally.
Palladium forms a crucial part of the catalytic converters that are affixed to all modern vehicles. Catalytic converters are responsible for transforming over 90 percent of all harmful gases emitted by engines into less harmful substances.
Palladium is also an essential part of hydrogen fuel cells, an emerging technology that can completely replace all fossil fuel-based vehicles and even usurp electric vehicles in terms of environmental sustainability.
Rhodium’s primary use is in catalytic converters of automobiles, where it reduces the amount of nitrogen oxides (NOx) exhaust gases emitted into the atmosphere.
Magnesium improves the mechanical, fabrication and welding characteristics of aluminium when used as an alloying agent. These alloys are useful in aeroplane and car construction.
Magnesium is used in products that benefit from being lightweight, such as car seats, luggage, laptops, cameras and power tools.
Aluminium is an essential material for the energy transition as it forms an essential element in electrical infrastructure, solar panels, and wind turbines.
Nickel is a key component in lithium-ion batteries, used in electric vehicles. It packs more energy into batteries and allows producers to reduce use of cobalt, which is more expensive and has a less transparent supply chain.
The most important use for neodymium is in an alloy with iron and boron to make very strong permanent magnets.
Neodymium magnets are the obvious choice in wind turbine manufacturing because of their strength and small size, which reduces the weight of the turbine significantly.
Praseodymium is a soft, silvery, malleable and ductile metal, valued for its magnetic, electrical, chemical, and optical properties.
Due to its role in permanent magnets used for wind turbines, it has been argued that praseodymium will be one of the main objects of geopolitical competition in a world running on renewable energy
Dysprosium is used, in conjunction with vanadium and other elements, in making laser materials and commercial lighting. It is also used in neutron-absorbing control rods in nuclear reactors
Due to its role in permanent magnets used for wind turbines, it has been argued that dysprosium will be one of the main objects of geopolitical competition in a world running on renewable energy.