Global Mining Fund

Managing Assets, Unlocking Values

Global Mining Fund
Investment objective To achieve mid to long term capital growth by investing in Mining Industries
Fund mandate Emphasis on stable blue chip mining companies and funds

Selective gold sectors

Asset allocation Funds Weights As of 25th February 2016
Canada: 37.50%
America: 30.25%
Australia: 17.35%
England: 8.35%
South Africa: 2.55%
Others: 2.10%
Cash: 2.15%
Maximum return objective No limits
Minimum return objective 8% over a period of 12 months
Recommended term 12 months and longer
Target market Investors who are in their wealth buildup phase and require conversative yield in the short term

Investors seeking exposure in the Mining sector

Investors who are able to withstand short-term market fluctuations in pursuit of maximum returns over the short to mid term

Fee structure (excl. VAT) Subscription fee: 2%
Income distribution 12 months
Lock in Period: 180 days (early redemption penalties apply)
Penalty: 5% on Net Asset Value
Investment 1 share: $100.00
Minimum: 500 shares or $50 000.00
Additional: 200 shares or $20 000.00
Fund category Global Mining Fund
Subscription date 10th Day of the month
Initial Offer Price: $100.00

Global Mining Fund

With the commodity slump that is happening for the past few years, ranging from crude oil to iron ore to copper; we feel that this cycle of depressing prices could come to an end very soon. One precious metal, gold, has shown promising sign that it might have reached bottom and could try new highs in the near to mid term future.

The HCB Global Mining Fund (GMF), which is managed and supervised by HCB Trust Ek. för., in association with National Federal Capital Ltd., aims to provide investor this opportunity to invest in this precious metal sector and also other commodities which we feel could have hit bottom already.

“Managing Assets, Unlocking Values.”

Investment Objective
The main objective of this fund is to try to get maximum returns by investing in companies that are mainly engaged in gold, silver and or other precious metals such as platinum, palladium and rhodium, as well as commodities such as coal, iron ore and a variety of base metals such as copper, aluminium, nickel, zinc, lead etc.

Investment Focus
The fund will invest in the most competitive, well managed companies that have long-term growth potentials. These companies may have some or all of the following characteristics:

  • Focused on high growth rate of the global industry;
  • Has enjoyed a local or regional leadership ambition and have continued to expand;
  • High value-added competitive advantage products and services;
  • Is committed to add value for shareholders by the use of EVA (Economic Value added).

Investment Highlights
Our fund managers will mainly invest in fundamentally sound individual companies. Since the main focus is long-term growth, therefore the Fund will invest in companies that are reasonable in valuation.

Positive overall and individual factors that can define the following criteria:

  • Producers who operated in the industry that have a stable supply.
  • Increased general demand for final product.
  • Business growth.
  • The development of economies of scale.
  • Valuable business franchises and efficient distribution capabilities.
  • Financial strength.
  • Shrewd management.
  • Shareholder wealth creation record.

For a more detail discussion on how you can benefit and invest in the HCB Global Mining Fund, please contact your respective financial advisor.

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