Plurima Junior Resources A Premium (FUND:B9LY4X4) - Overview

Fund Report

Plurima Junior Resources Fund A Premium

Key Stats
Morningstar® CategorySector Equity Natural Resources
Manager Name-
Inception Date17/07/2013
NAV 19/10/2016GBP 8.25
Day Change6.11%
12 Month Yield0.00%
Dividend Frequency-
Net Assets (mil)-
Wrapper AvailabilityAll
Our Minimum Initial Investment100,000.00 GBP
Pricing FrequencyWeekly
Dealing Cut off Time11:00:00
Regular InvestmentNo
Actual Initial Charge0.00%
Exit Charge-
Custody ChargeYes
Fund Ongoing Charge4.55%
Fund Rebate-

Morningstar Rating™

1 Star


Fund Benchmark


Morningstar® Benchmark

S&P Global Natural Resources TR USD

Growth Of 10,000 (GBP) 30/09/2016

How has this security performed
  • Fund: Plurima Junior Resources Fund A Premium
  • Category: Sector Equity Natural Resources
  • Benchmark: S&P Global Natural Resources TR USD
Trailing Returns % (GBP) 19/10/2016
3 Years Annualised-8.74-0.824.65
5 Years Annualised---
10 Years Annualised---

Morningstar SRRI

Lower Risk
Higher Risk
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Potentially Lower ReturnsPotentially Higher Returns
Source: Morningstar

Investment Objective

The investment objective of the Sub-Fund is to achieve long term capital growth by investing in a diversified portfolio of natural resources related equities with a bias towards companies with a smaller market capitalisation.

Portfolio Profile-

Morningstar Style Box®

Equity Style

Large, Mid, SmallSize
Value, Blend, Growth
Asset Allocation %
Top Stock Regions
Top Stock Sectors
Stock Sector%
AJ Bell includes AJ Bell Holdings Limited and its wholly owned subsidiaries. AJ Bell Management Limited and AJ Bell Securities Limited are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at Trafford House, Chester Road, Manchester M32 0RS. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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