| A slowdown in Chinese and world GDP growth has seen commodities funds endure a difficult period. Industry favourites JPM Natural Resources, First State Global Resources and Smith & Williamson Global Gold & Resources are all down by at least 23 per cent over 12 months.
While Dennehy accepts that China’s shift of focus away from infrastructure and towards consumption will have an adverse effect on the sector, he believes there are still many reasons to invest in these funds...............................................Full Article: Source
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