Craton Capital Global Resources Fund awarded Refinitiv Lipper Fund Award
Craton Capital Global Resources Fund awarded
Refinitiv Lipper Fund Awards (Germany) 2021 Winner,
Best Materials Fund Over 5 Years
Performance of Craton Capital GRF compared with
MSCI World Index for 5 years to end of 2020
Source: Bloomberg. MSCI World Index is shown for illustrative purposes and does not represent the fund benchmark.
We would like to thank our investors for their trust and confidence in the fund and the Craton team. We will continue to strive to find the best investment opportunities on behalf of our clients, with the firm expectation that the best and most rewarding years still lie ahead of us.
The Craton Capital Global Resources Fund invests worldwide in companies that produce, develop and explore for materials. In comparison to many other equity sectors, the companies in our investment universe are still attractively valued. In addition, they provide a very strong ESG positioning. Although the past 5 years have been rewarding to investors, the best might be still to come.
Funck Financial Consulting
Tel: +49 6103 72514
Lenzin Capital Advisors
+41 79 231 84 20
The post-COVID era is expected to be a further game-changer, adding petrol to the fire for the materials sector. Global economic stimulus programs will be gigantic in scale – some are already approved and more are expected to follow.
The strong focus on sustainable investments will intensify the demand for so many materials. Copper, lithium, nickel, silver and platinum are just a few of the many metals that form the foundation of a new sustainability-driven value chain, which will be needed to meet the ambitious and necessary targets being set. In short, a lot of revved-up and sustainable demand is coming up against constrained supply. And the period from discovery to development and production often exceeds 10 years for most types of mined resources. There is no instant gratification or immediate supply response. These conditions will firmly support materials prices for an extended period of time. The coming up-cycle might have very long and strong legs.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.