The AIC’s Commodities and Natural Resources sector contains funds that invest wholly or mainly in those sectors. These funds tend to have a global remit. A couple of funds that we think should be in this sector have ended up being assigned elsewhere by the AIC and Morningstar. You can find Origo under Private Equity and Polo Resources under Specialist – Other.
We published a note on the state of the sector on 14 December 2014 which you can read here.