Investors benefit from the broad diversification and focus on growth values. (Ki Photo: Freepik, Sorn340)
The Konwave Gold Equity Fund (ISIN: LU022332320) pursues an aggressive investment strategy that, in addition to the industry giants, specifically relies on small and medium -sized companies in the gold sector. In return, these companies, which are often in an early growth phase, offer higher price potential than established corporations, but are also more volatile in return. Fund managers Erich Meier and Walter Wehrli apply a multi -stage analysis process that is based on 2 pillars:
- Top-down analysis: Macroeconomic trends, regional developments and the division between stocks and physical metals such as gold and silver are taken into account here.
- Bottom-up analysis: This is followed by a detailed assessment of the individual companies based on key figures, cost structures and growth perspectives.
Konwave Gold Equity: The top 5 companies
In the end there is a broad diversified portfolio of around 100 companies. The focus is currently on the mining company Pan American Silver, a leading silver producer with mines throughout America, which also promotes gold, zinc, lead and copper. In second place is Barrick Gold, the world’s largest gold producer.
The top 5 also includes Northern Star, an important gold producer with mines in Western Australia and Alaska, Eldorado Gold with mines in Turkey, Canada, Greece and Romania as well as Coeur Mining, the largest American silver producer, which also promotes gold.
100 percent plus in 5 years – is that just the beginning?
With a return of 81 percent last year and around 100 percent in the past 5 years, the fund has recently achieved considerable results. If the forecast of Incrementum is true and the gold price increases to $ 5,000 by 2030, the potential of small and mid-cap companies in the fund would continue to increase. Investors benefit from the broad diversification and focus on growth values, which makes the conwave gold equity find attractive for risk -conscious investors.
Disclaimer:
No investment advice. No call to buy or sell securities.