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
IMC NAV & Performance
C-Class inception 08.01.2021
D-Class incepiton 23.11.2022
F-Class inception 10.02.2023
More information and documents available on fundinfo or upon request.
| wdt_ID | Share classes | A - USD Class Institutional | B - CHF Class Institutional | C - USD Class Institutional | D - CHF Class Institutional | F - USD Class Retail | F - USD Class Retail |
|---|---|---|---|---|---|---|---|
| 2 | Bloomberg ticker | GATNTRA LE Equity | GATNTRB LE Equity | GATNTRC LE | GATNTRD LE Equity | GATNTRF LE | 0,00 |
| 3 | ISIN | LI0382154354 | LI0382154693 | LI0580310303 | LI1121337953 | LI1205086088 | 0,00 |
| 4 | Management fee | 1.20% p.a. | 1.20% p.a. | 0.60% p.a. | 1.50% p.a. | 2.0% p.a. | 0,00 |
| 5 | Min. subscription | USD 1'000'000 | USD 1'000'000 | USD 5'000'000 | USD 500'000 | 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 | Daily, no lock-up, no redemption fees | 0,00 |
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