AMG Gold – Mines & Metals
Fund size CHF 123.1 Mio.
Past performance is not a reliable indicator of future performance. Please note that the aforementioned performance is shown in the fund currency CHF (Swiss franc) and not Euro and therefore currency influences in investment currencies other than the fund currency are not taken into account in the performance shown.
The equity fund invests mainly in gold mining companies, with a selection of silver mining companies supplementing the fund composition. The equity fund is actively managed along the market cycles in gold and silver. The basis for this is the own fundamental and technical analysis. The top-down approach results in a concentrated portfolio of qualitatively convincing mining companies.
Portfolio Management
- Fritz Eggimann
- Investment Manager, Partner
Serafin Concentrated Equity Hub - fritz.eggimann[at]serafin-am.com
- +41 (41) 726 71 75
- Bernhard Graf
- Investment Manager
Serafin Concentrated Equity Hub - bernhard.graf[at]serafin-am.com
- +41 (41) 726 71 74
Portfolio Management
- Fritz Eggimann
- Investment Manager, Partner
Serafin Concentrated Equity Hub
- Bernhard Graf
- Investment Manager
Serafin Concentrated Equity Hub
Learn more about the ESG fund classification
Sustainability / ESG
Brief profile:
AMG Gold - Mines & Metals
Tap into the potential of gold and silver mining companies. Secure real assets in the ground!
Publications
INVESTMENT INSIGHTS | GOLD
TWO PAGER | PRECIOUS METALS
Breakdown by sectors
Breakdown by currencies
ESG implementation:
We take ESG aspects into account in the financial analysis and investment decision-making process, applying a combination of exclusion criteria and ESG integration approach in the investment process. The abbreviation ESG stands for "Environmental - Social - Governance".
For the analysis within the sustainability approach, we rely on data from selected third-party providers and, if necessary, on our own analyses. The analysts and portfolio management teams are responsible for both the financial analysis and the ESG analysis. In this way, we ensure that the assessment and implementation are carried out on a recurring basis by the decision-makers in the respective fund as part of a comprehensive and integrated investment process.
In our investment process, we do not per se exclude investments in companies with weaker ESG ratings: Companies that address the issue of sustainability convincingly and consistently can be interesting portfolio companies.
Latest ESG reporting:
- Classification with regard to U.N. Global Compact Ten Principles:
All portfolio companies in the fund comply with the U.N. Global Compact Ten Principles. - Current portfolio structure using the ESG Risk Rating (by Sustainalytics):
The above fund is a financial product within the meaning of Article 8 of Regulation (EU) 2019/2088 (Disclosure Regulation).
For more information on the fulfillment of environmental and/or social characteristics, please refer to the fund prospectus.
Sustainability-related disclosures
Daten stehen nicht zur Verfügung
The gross performance takes into account the costs incurred at fund level (e.g. management fee) without including the costs incurred at investor level (e.g. front-end load and custody fees). The net performance also takes into account an initial sales charge of 0.00% in the first period under review.