About Lowell Resources Funds Management

Lowell Resources Funds Management Ltd ("LRFM" or "The Manager") manages the Lowell Resources Fund ("LRF") Portfolio, where it has had a successful track record for 20 years.

The Manager operates through an Investment Committee which incorporates the experience and knowledge of individuals who have direct working experience in the minerals and energy industries, geosciences, broking, banking, and funds management.

LRF unitholders are provided with broad exposure to the junior mining and energy sectors in a Portfolio that is actively managed by the Manager in accordance with its investment philosophy and stock-selection criteria.

The fund's objective is to take profits when available and will realise investments once targets are reached or can no longer be achieved.

The Lowell Resources Fund is a unique investment opportunity

 
Fund focus

 

  • One of the very few long term investment funds that offers exposure to the junior resources sector in both minerals and energy across Australia and global stock exchanges in unlisted and listed companies
 
Successful track record since 2004

 

  • Superior performance over the short, medium and long term 
 
Experienced management

 

  • Deep technical, financial and commercial expertise and networks with experience through multiple cycles
 
Unique network - not easily replicated

 

  • Access to deal flow in public and private markets
  • Proven ability to generate returns throughout the cycle
  • Potential for structured investment opportunities through consultant relationships
 
Fund valuation summary

 

The most recent Net Asset Value of Lowell Resources Fund can be found in the Announcements page within the Investor Centre in this website. The estimated NAV per unit of the Trust at 1 November 2024 was $1.3998/unit.

 
Top holdings as at 31 October 2024

 

As at the end of October 2024, the Fund's top holding was Western Australian gold miner Ramelius Resources which produced a record 293 koz of gold in FY 2023/24.

 

  • 6.9%  I  Ramelius Resources (ASX:RMS)  Gold
  • 6.1%  I  Astral Resources (ASX.AAR)  Gold
  • 4.9%  I  Predictive Discovery (ASX:PDI)  Gold
  • 3.5%  I  Saturn Metals (ASX:STN)  Gold
  • 3.5%  I  Freegold Ventures (TSX:FVL)  Gold
  • 3.1%  I  Mithril Silver & Gold (ASX:MTH) Silver and Gold
  • 2.5%  I  Southern Palladium (ASX:SPD)  PGM
  • 2.4%  I  Comet Ridge (ASX:COI)  Gas
  • 2.4%  I  Unico Silver (ASX:USL)  Silver 
  • 1.8%  I  Caravel Minerals (ASX:CVV)  Copper

 17.3%  I  Cash 

 
 
Characteristics of the Fund

 

Nature of fund:  Long only, absolute return fund

Investee companies:  Junior resource companies, including gold, base and specialty metals, and energy

Investment type:  Focus on global listed and unlisted resource equities

Distribution policy:  100% of taxable profits distributed annually