Ausbil Global Resources Fund

The Fund utilises both top down commodity and macro analysis, combined with bottom up stock analysis and a disciplined risk management process, with the aim of producing consistent and risk controlled outperformance through the economic cycle.
 
The Fund aims to capitalise on the volatility within the natural resources sector by employing a long/short approach to global natural resources equity markets with a focus on generating positive returns in both rising and falling commodity markets.
 
The Fund seeks to achieve this by investing in high quality natural resources companies and associated industries, which are expected to have sustainable earnings and free cash flows, and to short sell securities which have declining earnings/cashflow or commodity specific headwinds. Short selling is also used by the Fund to manage risk and market or commodity exposures.
 
The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from investing in high quality global natural resources companies which are expected to have sustainable earnings and free cash flows and selling short securities which have declining earnings/cashflow or commodity specific headwinds.
 
The Fund should be considered as a high risk strategy investment. It is not intended as a complete investment. The Fund is designed only for informed and educated investors who can bear the economic risks of the loss of their investment in the Fund. There can be no assurance that the Fund will achieve its investment objective or that any investor will get their money back.

Fund Objective

The Fund aims to provide positive absolute investment returns over the long run by employing a long/short approach to global natural resources equity markets in order to generate positive returns in both rising and falling commodity markets.
 

Product Disclosure Statement

download PDS

Reports

download Fact Sheet
download Monthly Performance Report
download ASIC Benchmark Report

Documents and updates

downloadAnnual Financial Report
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
+Update of information

Quick Facts

Inception Date:
Entry Price:
Exit Price:
Currency: AUD
APIR Code: -
Unit Price: -
Fund Size: -

Fund Centre

  • Access fund prices & distributions
  • Compare Ausbil Funds
  • Review performance
  • Download documents and forms

Portfolio Manager

  • Luke Smith                                              Portfolio Manager, Global Resources
  • James Stewart                                  Portfolio Manager, Global Resources          

Update of Information

Document Date Notes Size
download  Funds' Management Costs & Other Transaction Costs 2 Sep 2019 - 38 KB
download  Reduction of the Fund's Management Fee  1 Mar 2020 Current Version 30 KB
download  Funds' Management Costs & Other Transaction Costs 3 Sep 2020 Current Version 34 KB

Stay informed

Join our monthly mailing list and stay updated with our performance. Select which Fund you'd like to subscribe to:

Thank you for subscribing to our monthly performance reports.

Ausbil Australian Active Equity Fund
Ausbil Balanced Fund
MacKay Shields Unconstrained Bond Fund
Ausbil Global Essential Infrastructure Fund - Unhedged
Ausbil Global SmallCap Fund
Ausbil Australian Geared Equity Fund
Ausbil Australian Concentrated Equity Fund
Ausbil Global Resources Fund
Candriam Sustainable Global Equity Fund
Ausbil 130/30 Focus Fund
Ausbil Australian Emerging Leaders Fund
Ausbil Australian SmallCap Fund
Ausbil MicroCap Fund
Ausbil Active Dividend Income Fund
Ausbil Active Sustainable Equity Fund
First name:*
Last name:*
Email address:*
* We need this information
By selecting this box you agree to Ausbil's Terms of Use

Latest News

  • COVID-19 Banner
  • Banner Image About Us
  • Banner Image Manager
  • Banner Image Lonsec winner