Portfolio

Top 6 Holdings as at 31 January 2021

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No	Company	Country of domicile	Sector	Gross assets
1	Copper Mountain Mining Corporation	Canada	Copper exploration and mining	31.6%
	A Canadian copper mining company with a producing mine in British Columbia and a significant copper development opportunity in Australia.
2	Alliance Mining Commodities Limited	Guinea	Bauxite developer	26.5%
	An Australian private company that has a world class bauxite asset in Guinea, West Africa.
3	Panoramic Resources Limited	Australia	Nickel exploration and mining	18.7%
	A Western Australian mining company that owns 100% of the Savannah underground nickel sulphide mine, located in the East Kimberly in Western Australia.
4	Horizon Gold Limited	Australia	Gold exploration and mining	9.2%
	An ASX-listed junior gold explorer with gold resources and a zinc-copper-silver discovery in Western Australia.
5	GME Resources Limited	Australia	Nickel and gold exploration and mining	5.5%
	A junior nickel and gold explorer with substantial nickel resources in Western Australia
6	Margosa Graphite Limited	Sri Lanka	Graphite exploration and mining	3.1%
	Unlisted graphite explorer focused on high-grade vein graphite in Sri Lanka.

As at 31 December 2020