Good link on commodities

wombat42_2

http://www.whatinvestment.co.uk/making-money/alternative-investments/alternative-investments-in-depth/306811/essential-commodities.thtml

mr_fishbulb

Nice reading. I wonder if Martin Ellis will be able to appear anywhere without mentioning property.

munk

Mmm wombie I had a link for you... might have been something I read in the telegraph... yay here we go:

Fundamentalist views: Changing world will give the commodity bull-run more legs

Had any thoughts on agriculture funds? I was looking at the eclectica agriculture fund the other day but the volatility is ridiculous on it. Not thought much more about it really.

Mmm good read that link you gave, think I'll stick with the iFunds mixed commodity etf fund rather than go for another chunk in agriculture straight.

mr_fishbulb

munk wrote: »

Had any thoughts on agriculture funds? I was looking at the eclectica agriculture fund the other day but the volatility is ridiculous on it. Not thought much more about it really.

I like the idea of it. It's more of an investment in producers who would profit from higher AG prices rather than holding the commodities themselves (if you want that then take a look at Schroder AS Agriculture)

wombat42_2

I find the volatility of Eclectica Agriculture too scarey. I too will just stick with MFM IFunds Commodity fund. H&L dont seem to do the Schroder Agri fund.

mr_fishbulb

wombat42 wrote: »

H&L dont seem to do the Schroder Agri fund.

Never noticed that before. Been looking at it on my morningstar portfolio - great tool

wombat42_2

mr_fishbulb wrote: »

Never noticed that before. Been looking at it on my morningstar portfolio - great tool

I think it is an offshore fund based in Luxembourg. I guess it cant be put into a PEP/ISA/SIPP

http://www.morningstar.co.uk/UK/snapshot/snapshot.aspx?id=F000000DWA

mr_fishbulb

wombat42 wrote: »

I think it is an offshore fund based in Luxembourg. I guess it cant be put into a PEP/ISA/SIPP

http://www.morningstar.co.uk/UK/snapshot/snapshot.aspx?id=F000000DWA

Good spot. Out of the portfolio it goes.

wombat42_2

ETF list seems to be more complete now with H&L:
http://www.h-l.co.uk/shares_and_stock_markets/search.hl?err=alpha&action=security_details&tradebutton=&allstocks=&search_data=etf&cmd=begins&submit.x=13&submit.y=2

mr_fishbulb

wombat42 wrote: »

ETF list seems to be more complete now with H&L:
http://www.h-l.co.uk/shares_and_stock_markets/search.hl?err=alpha&action=security_details&tradebutton=&allstocks=&search_data=etf&cmd=begins&submit.x=13&submit.y=2

They've got FAIG which will make some people happy

wombat42_2

mr_fishbulb wrote: »

They've got FAIG which will make some people happy

I just had a look at FAIG and it is very high on energy (35%) and low on precious metals (9%).

http://www.londonstockexchange.com/NR/rdonlyres/2841FF6D-48EE-4535-9A93-440FD2CC27D1/0/ETFSForwardAllCommoditiesDJAIGCIF3.pdf

The MFM IFund sounds a better proportion.