Ninety One Global Gold I Acc GBP
|Newmont Corp||9.70 %|
|Kirkland Lake Gold Ltd||8.35 %|
|Agnico Eagle Mines Ltd||7.37 %|
|Anglogold Ashanti Ltd||7.15 %|
|Barrick Gold Corp||5.06 %|
|Saracen Mineral Holdings Ltd||4.74 %|
|Wheaton Precious Metals Corp||4.74 %|
|Evolution Mining Ltd||4.54 %|
|Endeavour Mining Corp||4.47 %|
|Gold Fields Ltd||4.33 %|
|United States||9.99 %|
|Europe - Emerging||7.34 %|
|Basic materials||100.00 %|
George is a portfolio manager and metals and mining specialist in the Natural Resources team at Ninety One having joined the firm in 2007. He covers all aspects of metals and mining supply and demand including, most recently, the impact of renewable energy and electric vehicles on metals demand. Prior to this, he was a market analyst for three years at BHP Billiton, working in The Hague and Singapore. He was recruited to BHP Billiton in 2004 from CRU (Commodities Research Unit), an independent metals/chemicals related research company based in London. At CRU, he spent three years in the Carbon Steel team and five years as a Research Manager – Copper, providing in-depth research and forecasts to the industry, banks and hedge funds. George began his career in 1990 in operations at British Steel Strip Products, working for three years in the Tinplate division. George graduated from the University of Oxford in 1989 with an honours degree in Classics and in 1995 was awarded an MBA from Warwick University.
Data provided by Morningstar.
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