Sector in Focus: Mining, Gold and Natural Resources

The megacap miners are the biggest FTSE risers, while investors are snapping up their minor AIM listed counterparts

Emma Wall 9 August, 2013 | 10:52AM

Berkeley Mineral Resources (BMR) was the single most popular AIM stock among ISA investors this week. Companies listed on the alternative investment market could be bought to be held inside the tax-efficient wrapper for the first time on Monday, and it is mining and energy stocks that have proved the most in demand. 

This is surprisingly considering the volatility in the sector - and the fact that even the best active managers have failed to beat the market over the past 18 months.

Since they hit record high value in December 2010, both the BlackRock Gold & General fund (rated Gold by Morningstar) and Investec Global Gold (rated Bronze) have lost 60% of their value to today. Gold funds may have done well for the month of July - but year to date they are among the biggest losers. 

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BlackRock Gold and General A Acc1,682.05 GBP-0.53
Franklin Natural Resources A(acc)USD4.06 USD0.21
Investec Global Gold R GBP Acc165.67 GBP-0.16
JPM Natural Resources A Net Acc5.82 GBP0.57
Rio Tinto PLC4,669.50 GBP0.00
Vale SA ADR11.16 USD0.00

About Author

Emma Wall  is former Senior International Editor for Morningstar

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