Outlook for junior miners, uranium, copper, oil & gas | John Forwood

Murdoch speaks with John Forwood the CIO at Lowell Resources about the outlook for Junior miners, Uranium, Copper, Gold, Lithium, Oil & Gas.
Murdoch Gatti

York Wealth Management

In today’s ROCast Murdoch Speaks with John Forwood, the Chief Investment Officer at Lowell Resources Management.

Lowell Resources Management is a listed investment Trust, which invests in Junior Global and Domestic mining companies across all commodities. They currently managed AUD $50million funds under management, allocate roughly 13% to new pre-ipo opportunities and the remaining in listed miners across Uranium, Copper, Natural Gas, Oil, Nickel, Lithium and a large percentage allocation in Gold.

As of recording 19th February 2024, the Lowell Resources Management Fund has averaged 14.1% p.a over 12 months, 8.4% pa over 3 years, 27.9% pa 5 years and 14.2% pa over 10 years.


Source: LRT.ASX Monthly Update - Performance Comparison January 2024
Source: LRT.ASX Monthly Update - Performance Comparison January 2024


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York Wealth Management Pty Ltd ABN 46 605 610 679 is a Corporate Authorised Representative (No. 001007972) of AD Advisory Services Pty Ltd ABN 68 005 830 802, AFSL No. 237058. Murdoch Gatti is an Authorised Representative (No. 001007979) of AD Advisory Services Pty Ltd. This article contains general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate to you in light of your objectives, financial situation and needs, and seek professional advice where appropriate. If a financial product is referred to, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before making any decision about it. Every reasonable effort has been made to ensure the information is accurate at the time of publication, but no representation or warranty is given as to its accuracy, completeness or currency. Views of podcast guests and other third parties are their own. Links to third-party websites are provided for convenience only; we do not endorse and are not responsible for their content. Past performance is not a reliable indicator of future performance. York Wealth Management, AD Advisory Services and their representatives may receive fees or other benefits in relation to financial products and services. Please refer to our Financial Services Guide, available from York Wealth Management, for more information.

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Murdoch Gatti
Founder | Private Wealth Adviser
York Wealth Management

Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....

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