JPM Natural Resources Fund

Targeting the world’s best resource stocks

The JPM Natural Resources Fund gives your clients exposure to many exciting opportunities within the natural resources sector.

Key selling points

A fully diversified and flexible commodity exposure, investing across the full range of commodities in the broad sectors of gold & precious metals, energy and base metals
Massive long-term infrastructure programmes mean emerging market demand is fuelling the commodity sector
Our highly experienced management team conducts intensive company research to uncover the best of the sector

Neil Gregson provides insight into the prospects for commodities

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The performance returns are calculated on a single price basis. Performance shown is NAV Share class A, GBP net of fees and expenses

Long-term structural factors remain supportive

It’s hard to refute the long-term case for natural resources, which stems from long-term demand.

Urbanisation in emerging markets and the resulting infrastructure spending is expected to almost triple from 2008 to 2017 (Source: Merrill Lynch, 31 December 2008).

This expansion, coupled with supply shortages and escalating costs of extracting good quality raw materials, means certain companies will be well placed to benefit from the continuing supply and demand disparities, which indicate a long-term support for commodity prices.

Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Past performance is not a guide to the future. OBSR and Citywire ratings as at 31 Dec 2011. Citywire rating is awarded for period 31/12/2008 – 31/12/2011.