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
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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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
BlackRock Gold and General A Acc1,285.25 GBP-1.36Rating
Franklin Natural Resources A(acc)USD5.72 USD-0.67Rating
JPM Natural Resources A Net Acc7.14 GBP-1.26Rating
Ninety One Global Gold R £ Acc119.85 GBP-1.38Rating
Rio Tinto PLC6,044.17 GBP-4.12Rating
Vale SA ADR21.27 USD0.00Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar

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