"For a golden future!"
Gold has unique properties and is indispensable in all high-tech, be it computers, mobile phones, cars and even space-tech. The golden mirrors on Nasa’s Webb-telescope is a great example (see image). Thanks to golds reflectiveness, we will solve the mysteries of the universe. Gold will also protect your wealth as its price will reflect the unabated amount of debt creation and money printing. Gold is 100% recyclable and 100% recycled. Gold stays gold - forever.
Gold does not react with other elements, allowing the mirrors on the James Webb Telescope to maintain their reflectivity even in the depths of space.
Gold mining companies offer leverage to the gold price. AuAg Gold Rush is a portfolio of 24-27 companies with an allocation of 8%, 4% and 2/1% per holding.
The portfolio construction provides a lower exposure to the sector's three ‘megacaps’, which means that the fund has a higher target weighting towards large and mid-cap companies than a market-weighted fund. This creates a portfolio that can capture the upside potential of a gold bull market. The 40% exposure to royalty/streaming companies gives the fund strong defensive characteristics.
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The fund is traded daily and follows the UCITS (5/10/40) framework. Holdings are divided into five categories:
- Cat 1: 4 holdings at 8%, R/S = Royalty/Streaming
- Cat 2a: 2 at 4%, R/S = Royalty/Streaming
- Cat 2b: 12 at 4%, Mining
- Cat 3 & 4: 8-12 at 2/1%, Mining
- Cat 5: Cash & CM- holdings
All holdings are allowed to be within +/-25% of the target weight. Holdings may be moved between categories or replaced fully. All holdings are traded at the most liquid markets (approximately 90% US and 10% LN). Benchmark is XXAU (PHLX Gold/Silver Sector Total Return = XAU including dividend) in the funds trading currency (class B = EUR).
More about AuAg Gold Rush
The Fund is an industry fund that invests its assets in transferable securities issued by companies whose income is derived from the extraction of gold, silver and other metals and which generate at least half of their income directly or indirectly from the gold mining industry. The Fund invests globally without geographical limitation.
Featured Insights
Below you can find a broad selection of featured insights from AuAg. You can find all insights and learn more about precious metals and green-tech elements in our research centre.