Balanced portfolio

sabretoothtigger

Oil is good to hold with gold I think because gold costs alot in energy to extract. I couldnt tell which funds to hold or whose the best manager at all. I own RDSA shares

I have a standard life property fund but an IFA choose that. Ive read about student property being very good because its a resilient market, I forget who runs them though exactly.
This might be them http://www.skandiainvestmentmanagement.com/funds/skandiapropertyfunds.asp
Really I'd usually spend time reading on shares then funds but the sector arguments apply to both I reckon

FATHEROFTWO_2

Ive been watching
Blackrock gold and general requiring £500 min investment

and

Investec global energy requiring £2000 min investment.

I wouldnt mind dropping 1K into each but £2K for Investec is a bit steep

any thoughts anyone how you can get exposure to Gold oil and gas in one fund that is top rated ?

sabretoothtigger

A CRB ETF carries 6% natural gas as well as gold and oil. Not sure if theres any fund like that exactly, ETF is similar to funds imo Probably would go in a sipp

FATHEROFTWO_2

Im really struggling to pick a natural resources fund that fits the bill of having exposure to oil,gas and gold.

Ive been looking at

JPM NATURAL RESOURCES
FIRST STATE GLOBAL RESOURCES
MARTIN CURRIE GLOBAL RESOURCES(this one has a high initial investment sum)

AND

a few others.

JPM NATURAL RESOURCES seems to fit the bill as it has expoure to oil,gas and gold but the fund isnt rated that highly by morningstar.
Any thoughts on any of these funds or any others ?

purch

but the fund isnt rated that highly by morningstar.

But both the Fund, and it's manager Ian Henderson were very very highly rated 18-24 months ago.

Sums up just how much worth these 'ratings' are :eek: over even the short term, let alone the medium or long term.

FATHEROFTWO_2

Looks like Im down to 2 funds then.

First state

Diversified 36 percent
energy 20
gold 19
metal 11
coal 5
uranium 3

JPM

diversified with base metal 35 percent

energy 28

gold 32

The management fees are 0.25 percent higher for JPM but first state are more diversified with a higher focus on large caps with a more secure outlook and should be less growth than JPM but on closer inspection First state has outperformed JPM over the past year.

Im leaning towards First state as it covers a broad range of commodities

any comments

sabretoothtigger

broad range is my preference. The thing with commodities is they are likely to fall in line with shares to begin with.

Personally I would buy into this weakness if we do see fall backs just like I'd buy nasdaq over dow because one market has seen the greater falls already (over a longer period of time ) and even if it appears to fall in line it is stronger every time it comes back, comparatively

FATHEROFTWO_2

sabretoothtigger wrote: »

broad range is my preference. The thing with commodities is they are likely to fall in line with shares to begin with.

Personally I would buy into this weakness if we do see fall backs just like I'd buy nasdaq over dow because one market has seen the greater falls already (over a longer period of time ) and even if it appears to fall in line it is stronger every time it comes back, comparatively

I agree with your logic .Think I might drop a grand into First state Global resources and wait and see what the market does.
If it pulls back then I will buy into the weakness.
The world is always going to need commodities.It should be a good long term bet