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Equity Fund | Metals Mining | UCITS

AuAg Essential Metals

NAV 27:e februari 2024 | Aksjeklasse B 8,60 (EUR) | Endring +0,82%
Aksjeklasse A 86.17 SEK (+1.02%)
*Observe that the fund trading is closed on US and Swedish holidays
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Overview

"Doctor Copper"

Metals have been essential in the development of human civilization. Metals enabled humanity to take major leaps during the Bronze and Iron Ages. In today's growing high-tech and green-tech world, humanity is entering a new metal age.

The expression "Doctor Copper" originates from copper's ability to predict the overall health of an economy. Generally, rising copper prices suggest strong copper demand and, hence, a growing global economy.

A broad "metal portfolio" consisting of 25 equal-weighted holdings
Essential metals that will be in high demand in our green and high tech future
Only invests in companies with the best-in-class ESG risk rating

A short video explaining the investment strategy for AuAg Essential Metals.

Industrial metals, such as steel, aluminium, copper, and zinc, are essential when electrifying our society and building products such as cars, trains, and airplanes.

Tech metals, such as lithium, nickel, cobalt, and rare earth metals, have unique properties that make them indispensable in applications such as batteries, solar cells, computers, and space technology.

As the growth of our developed world accelerates, the demand for certain metals increases faster than we are able to start new mines. This, combined with the increased focus on ESG, makes investing in the best-in-class miners even more essential.

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AuAg Essential Metals B (EUR)
 
Holdings
  • Click on any holding for more information about the company
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  • The market data is 15 min delayed (provided by EDI and Exegy)

Clarifications

The fund is traded daily and follows the UCITS (5/10/40) framework. All 25 holdings are equal-weighted with a 4% target weight and divided into two categories:

  • Industrial Metals: industrial base metals,
  • Tech Metals: green-, high-, and bio-tech metals.

All holdings are allowed to be within +/-25% of target weight. All holdings are traded at the most liquid markets (approximately 70% US and 30% Global exUS). Benchmark is M1WD0MM (MSCI ACWI Metals and Mining Net Total Return Index) in the funds trading currency (class B = EUR).

Information & Documents

More about AuAg Essential Metals

The fund is a broad sector fund that invests at least 90% in companies involved in the extraction and processing of basic materials with a special focus on industrial and new technology metals such as iron/steel, copper, aluminium, zinc, lead, tin, lithium, nickel, cobalt, uranium, titanium, dysprosium, praseodymium, neodymium, tellurium, scandium, gallium, iridium, silicon, terbium, germanium, molybdenum, indium, chromium, rhodium, rhenium, platinum, palladium, silver and gold.

The fund invests globally without geographic restrictions.

Detailed information about the fund is available under "Documents".

Eric Strand
Eric Strand
Fund Manager
Fund Sheet - Class A (SEK)
Information about the holdings in the fund, history, metrics, risk class, etc.
Fund Sheet - Class B (EUR)
Information about the holdings in the fund, history, metrics, risk class, etc.
Fondbestämmelser (Swedish)
Fund Rules (English)
Hållbarhetsrelaterade Upplysningar (Swedish)
För Artikel 8 Fonder (SFDR)
EU Annex II (Swedish)
For Article 8 Funds (SFDR)
AuAg Sustainability Policy
AuAg's philosophy and practices regarding sustainability
PRIIP Andelsklass A (Swedish)
Basfakta för investerare.
PRIIP Share Class A (English)
Key investor information.
PRIIP Share Class B (English)
Key investor information.
PRIIP Share Class B (Danish)
Key investor information.
PRIIP Share Class B (Finnish)
Key investor information.
PRIIP Share Class B (Norwegian)
Key investor information.
PRIIP Share Class B (German)
Key investor information.
Informationsbroschyr (Swedish)
Mer information om fonden.
Prospectus (English)
More information about the fund.
Research Centre

Featured Insights

Below you can find a broad selection of featured insights from AuAg. You can find all insights and learn more about precious metals and green-tech elements in our research centre.

Silver important in solar power
Publikasjon
Silver important in solar power

A report by the Silver Institute about the importance of silver in solar power.

Video
AuAg Gold Mining ETF (ESGO) - A smart beta ETF

A short video explaining the investment strategy for the fund.

Video
AuAg Precious Green - It's Electrifying

Eric Strand presents AuAg Precious Green. An "all-weather" multi-asset fund investing in green tech equity and physical precious metals with a focus on gold.

Morningstar - Are gold and silver good protections against inflation?
Artikkel
Morningstar - Are gold and silver good protections against inflation?

Interview with Eric by Morningstar

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