Top 6 Holdings as at 30 April 2020

Click on a company name to visit their website.

Company Country of domicile Sector Gross assets
Alliance Mining Commodities Guinea
Bauxite developer
34.2%

An Australian private company that has a world class bauxite asset in Guinea, West Africa.

Panoramic Resources Limited Australia
Nickel exploration and mining
19.6%

A Western Australian mining company that owns 100% of the Savannah underground nickel sulphide mine, located in the East Kimberly in Western Australia.

Copper Mountain Mining Corporation Canada
Copper exploration and mining
11.7%

A Canadian copper mining company with a producing mine in British Columbia and a significant copper development opportunity in Australia.

Horizon Gold Limited Australia
Gold exploration and mining
6.1%

An ASX-listed junior gold explorer with gold resources and a zinc-copper-silver discovery in Western Australia.

Margosa Graphite Sri Lanka
Graphite exploration and mining
5.2%

Unlisted graphite explorer focused on high-grade vein graphite in Sri Lanka.

Resolute Mining Limited Australia
Gold exploration and mining
5.1%

A gold mining and exploration company domiciled in Australia with two operating mines in Africa: the Syama mine in southern Mali and the Mako mine in Senegal. In addition, the company owns the Bibiani gold mining project in Ghana.

Portfolio Summary

As at 31 March 2020