A Short- Term Trade Finance Fund
Participant as a margin financier - in tandem with dedicated trade finance banks and established trading companies
Can draw on, and benefits from the group’s commodity trading advisory - long standing presence in the sector (relationship and network) contributes to deals in the pipeline
Fund that invests in listed utilities, infrastructure, renewables
Strategy is based on fundamentals - Opportunistic and thematic concentrated exposure
Returns are driven by sector mispricing, industry inefficiencies, and general market dislocations within the natural resource (oil is not included), utility sector
Expertise on gold as a strategic asset - Special
Gold has generally been less volatile than other precious metals and other commodities.
The reason for gold’s response to major crises is entrenched in its very long standing history, and this behaviour has been proven statistically. However, this doesn’t mean that the gold price will respond each and every time some bad news hits the media. This would be a simplistic and unrealistic expectation. Gold’s response can and will depend on the type of crisis and its severity.