Global Natural Resources

Eden Global Natural Resources Fund

Investment Objective 

The Fund aims to achieve long term growth by investing in natural resource companies. The Fund will invest on a long only basis in equities and equity-related securities, including preference shares and convertible bonds involved in the development of natural resources.


The investment universe of the Fund is natural resources companies diversified across commodity, energy, agriculture and related support services globally, with a focus on companies listed in or managed in high quality jurisdictions for resources companies  such as Australia and Canada. The Fund’s investments will provide investors with targeted exposure to some of the best resources projects globally, whilst benefiting from Eden Asset Management’s location in Perth, Western Australia, which is a primary centre for resources companies across a range of scale, commodity exposures and development stages.

Investment Strategy 

  • Specialist natural resources investment: the Fund will seek exposure to companies with natural resource assets across the metals and mining, energy and agriculture sectors at different points in the development cycle, to include producing assets, projects seeking financing for development and advanced exploration assets
  • Objective to deliver risk-adjusted returns through active management: stock selection employs top down analysis of the investment universe incorporating a macro asset allocation process to generate a shortlist of eligible stocks which are then subjected to bottom up due diligence
  • Disciplined portfolio construction process: focus on delivering key metrics including liquidity, volatility and diversification across commodities
  • Special situations resources investment: up to 30% of portfolio to be allocated to special situations investments in companies with smaller market capitalisations (typically <A$500m), with selections driven by assessment of underlying asset, management and participation in corporate transactions

Portfolio construction

EAM will conduct a disciplined portfolio construction process to deliver true specialist active management and risk-adjusted returns

Macro derived fund allocation across the three sectors and preferred underlying commodity exposures

Negative screening of global sector universe stocks by market listing, jurisdiction and key stock performance metrics of liquidity and volatility, combined with bottom-up analysis of financial and operating performance

Our disciplined portfolio construction process aims to deliver true specialist active management

© 2020 Eden Asset Management . Powered by WordPress. Theme by Viva Themes.



Important Information The information on this website (“Information”) is issued by Eden Asset Management Pty Ltd (“We”, “Us” or “Our”), a limited liability proprietary company incorporated and registered in Australia under ACN 631 807 264 with its registered office at 9/863 Hay Street, Perth Western Australia 6000.  We are the authorised Investment Adviser to the Eden Global Natural Resources Fund. The Information is not directed at any person or entity. The Information is intended only for use by users domiciled in the United Kingdom and is not intended for distribution or use in any jurisdiction or country where it is illegal or unlawful to access and use such information. Non-UK investors should consider their local regulations before considering accessing the Information or making an investment.  We and other members of our group disclaim all responsibility if you access or download any Information in breach of any law or regulation of the country in which you reside.  In particular (but without limitation), the Information is not directed at any person or entity in the United States, and this site is not intended for distribution or to be used by any person or entity in the United States. The Information is provided for information purposes only; nothing contained on this site is, or should be construed as providing or offering, investment, legal, accounting, tax or other advice and nothing should be relied upon as such. Any person considering investing in a fund should always seek their own independent advice from an FCA authorised firm and base their decision on the relevant fund’s offering documents which, amongst other things, set out the risk factors associated with making an investment in the fund.

Risk Factors There is no guarantee of future performance and past performance is not a reliable indication of future results.  The value of investments and the income from them may go down as well as up and investors may not get back the amount invested.  The value of investments may also be affected by changes in exchange rates. The rules on taxation can change and/or the tax treatment of the funds could be challenged.  Investors should consult their own tax adviser in order to understand any applicable tax consequences. The specific risk factors for a particular fund are set out in the fund’s offering documents, which are available on this website.

Accuracy of Information and Liability Whilst all reasonable efforts have been made to ensure that the Information is accurate and up to date, no representations or warranties, either express or implied, are given as to the reliability, accuracy or completeness of the Information.  Information is current only as at the date it is first posted and may no longer be true or complete when viewed by you.  Information may be changed or amended without prior notice, although We are under no obligation to update this site regularly. To the extent permitted by law or regulation, none of Us or any of our group companies will be liable for any damage (whether direct, indirect, special or consequential) or loss arising out of or in respect of the use of the Information, even if We have been expressly advised of the possibility or likelihood of such damages or loss.

Complaints Should you have a complaint about this site, please send it in writing to Eden Asset Management Pty Ltd at its registered office, marked for the attention of the Compliance Officer.

Linked Websites This site may be linked to third party websites.  We do not make any representation as to the accuracy or completeness of such websites or information, and are not responsible for the content or privacy practices of those websites.  Your use of such websites or information is at your own risk.

Copyright, Trademarks and Other Rights Copyright, trademarks, database rights, patents and all similar rights in this site and the information contained in it are owned by Us, Our licensors or relevant third party providers. You may use the Information and reproduce it in hard copy for your personal reference only. The Information may not otherwise be reproduced, distributed, stored or transmitted without Our written consent. Nothing on this site should be considered as granting any licence or right under any trademark belonging to Us or any third party.

Privacy Policy and Cookies Our privacy policy and information about Our use of cookies is set out here.

Governing Law You agree that your use of this site and any dispute arising from the use of this site is subject to English law and you submit to the jurisdiction of the English courts.