The Industrial Metals Champions Fund is an open-end fund incorporated in Liechtenstein. The Industrial Metals Champions Fund offers the investor the opportunity to participate in an actively managed portfolio of mining companies active in the industrial metals sector and this in a pragmatic sustainable way. This means considering sustainability criteria without losing sight for return. The Fund’s objective is to achieve long-term return.
A portfolio of industrial metal equities reduces firm specific risks while it increases the commodity exposure. The Industrial Metals Champions Fund invests in the top 25 industrial metal producers based on our ICG Alpha Scorecard with an interesting geographical mix and strong focus on value, low cost and low financial leverage metrics.
Industrial Metal companies are entering a phase of improving margins and the valuation is very low on a relative basis compared to the global equity markets. Industrial metals are critical for renewable and clean energy and their importance in the energy transition is underestimated (the age of critical metals).
On this website the performance is updated only monthly. But daily performance is visible on all financial portals like Bloomberg
|wdt_ID||Share Class||NAV (30.04.2023)||April||YTD||1 Year||2 Years||3 Years||4 Years||since IMC|
|2||Class A||USD 207.4||-1.1%||0.5%||-13.6%||-6.6%||117.1%||52.9%||65.3%|
|3||Class B||CHF 171.9||-1.4%||-3.5%||-20.2%||-15.8%||92.2%||29.8%||38.0%|
|4||Class C*||USD 157.2||-1.1%||0.7%||-13.1%||-5.5%||4.8%|
|5||Class F**||USD 138.0||-1.2%||-8.0%||-8.0%|
*Inception 08. January 2021; **Inception 10. February 2023
More information and documents available on fundinfo or upon request.
wdt_ID Facts IMC 2
ICG Umbrella Fund - Industrial Metals Champions Fund
Independent Capital Group AG
Liechtensteiner UCITS contractual fund
Complementa and S&P
(Own DD reports available on request)
|3||Launch date||Previous Gateway Natural Resources Fund domicile change into UCITS Liechtenstein 3. April 2018|
|4||Benchmark||MSCI Metals & Mining Index|
|5||Custodian||LLB Liechtensteinische Landesbank AG|
|6||Administrator||Accuro Fund Solutions AG|
|wdt_ID||Share classes||A - USD Class Institutional||B - CHF Class Institutional||C - USD Class Institutional||F - USD Class Retail||F - USD Class Retail|
|2||Bloomberg ticker||GATNTRA LE Equity||GATNTRB LE Equity||GATNTRC LE||GATNTRF LE||0,00|
|4||Management fee||1.20% p.a.||1.20% p.a.||0.60% p.a.||2.0% p.a.||0,00|
|5||Min. subscription||USD 1'000'000||USD 1'000'000||USD 5'000'000||1 share||0,00|
|6||Trading frequency||Daily, no lock-up, no redemption fees||Daily, no lock-up, no redemption fees||Daily, no lock-up, no redemption fees||Daily, no lock-up, no redemption fees||0,00|