172. Making the most of a multi-decade period of strong commodity demand

Evy Hambro and Olivia Markham, co-managers of the BlackRock World Mining Trust, discuss what they call the “multi-decade period of strong demand for commodities”. They explain the essential role commodities play in our lives now and how they will help us transition to a ‘net zero’ future. They also cover how the trust generates an income, the ESG matters they have to consider when investing in mining companies, and reveal the role they think the trust can play in a wider portfolio.
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BlackRock World Mining is a specialist trust offering exposure to mining and metals companies globally. In addition to investing in quoted securities, the trust may also invest in royalties derived from the production of metals and minerals, physical metals, and unquoted securities. It also offers an attractive dividend yield to investors.

What’s covered in this podcast:

  • The types of company this trust invests in
  • Which metals will benefit from the move to net zero and more electric vehicles
  • The four sources of income generated by this trust
  • Which metals the managers favour at different points in the economic cycle
  • How mining royalties help smooth income payments
  • The ESG considerations when investing in mines
  • What role the trust can play in a wider portfolio
  • Why commodities play an essential role in our every day lives
  • How commodities can benefit from inflation
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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