Diversifying into mining and energy

clock

When IFAs makes portfolio diversification remmendations, mining stocks are probably not the first sector that springs to mind.

But First State Investments, which has its own specialist research team, presents an interesting argument which suggests investing in mining firms and their relevant support services could be a good long-term asset allocation as a specialist unit trust, regardless of the pressures on the oil price. Rather than look specifically at mining stocks, the First State Global Resources Fund – still in at infancy as it was only launched in October 2003 – also looks at energy firms and the support service companies which make it possible to mine commodities such oil, coal, gas, as well as precious...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

'The sector should be flying — but it isn't'

Darius McDermott
clock 08 May 2025 • 5 min read
Why China's journey to net zero demands investors' attention

Why China's journey to net zero demands investors' attention

China's journey towards net zero could yet prove more rapid than expected

Gabriel Sacks
clock 07 May 2025 • 4 min read
Morningstar CEO: Advisers and industry need 'shared language' around risk

Morningstar CEO: Advisers and industry need 'shared language' around risk

Kapoor points to UK regulation becoming more ‘goals focused’

Sahar Nazir
clock 07 May 2025 • 2 min read