Rosan Select Logo

W S Amati Strategic Metals B Acc

Citicode
LAYW
Launch Date
01-03-2021
Fund Size
£49,243,755
Yield
0.00%
Ongoing Charge
1.00%
Fund Managers
Dr. Paul Jourdan
Georges Lequime
Mark Smith
Benchmark: MSCI ACWI/Energy
Investment
W S Amati Strategic Metals B Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims to provide capital growth over the long term (periods of 5 years or more).

Top 10 Holdings

Asset Class

Fund Manager

Dr. Paul Jourdan

Start Date

01-03-2021

Bio

Dr Paul Jourdan is an award-winning fund manager, with a strong track record in small cap investment. He co-founded Amati Global Investors Limited (‘Amati’) following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK market and global equities. In 2000 Stewart Ivory was taken over by First State and Paul became manager of what is now the TB Amati UK Smaller Companies Fund. In early 2005 he launched what became Amati VCT plc and he also commenced the management of Amati VCT 2 plc following the award of the investment management contract to Amati in 2010. In May 2018 Amati VCT plc merged with Amati VCT 2 plc which was then renamed Amati AIM VCT plc. In September 2014 Amati launched the Amati AIM IHT Portfolio Service, which Paul co-manages with David Stevenson and Anna Macdonald. Prior to 1998 Paul worked as a professional violinist, including a four year period with the City of Birmingham Symphony Orchestra. He is CEO of Amati Global Investors Ltd and also a founding trustee of Clean Trade, a charity registered in England and Wales.

Fund Manager

Georges Lequime

Start Date

01-03-2021

Bio

Georges holds a BSc in mining and worked for four years for Anglo American in the South African gold and coal mining industry. Georges then went on to successfully manage the Old Mutual Gold Fund, the largest gold fund in South Africa. He spent nine years in New York and London as a resource equity analyst, heading up HSBC Global Mining in 2002 before leaving to head up RBC Capital Market’s equity research in London. He is currently an analyst to a number of specialist resource Funds, including the Junior Resources Fund.

Fund Manager

Mark Smith

Start Date

01-03-2021

Bio

-

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.