Energy is a hot topic at the moment.

In this monthly letter, we have focused extra on precious metals, politics, and energy.

Key insights from our monthly letter:

• Despite a slight drop in June, both gold and silver have shown impressive upswings in the first half of 2024, with gold up +12.81% and silver up +22.47% in USD (latest update: 24-06-28).
• The geopolitical landscape is heating up, with the recent US presidential debate showing concerns about political stability. As we approach the election, the potential impact on gold and silver markets remains a major area of focus.
• The shift towards alternative energy sources is intensifying, with nuclear and solar power leading the way. This transition is expected to drive up uranium demand significantly, favouring mining companies, while China's rapid growth in solar energy continues to outpace global forecasts.

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You can also find the latest fund sheets under “Documents” on each fund page on our website.