From MoneyWeek · · 1m 10s
Three stocks to profit from strategic materials
JSS Sustainable Equity Fund targets strategic materials stocks for investors.
In brief
JSS Sustainable Equity Fund targets strategic materials stocks for investors. JSS Sustainable Equity – Strategic Materials fund invests in upstream mining and recyclers to profit from rising demand for strategic materials like copper and stainless steel. Originally reported by MoneyWeek.
JSS Sustainable Equity Fund
The fund invests 70 to 80 percent in upstream mining companies and the remainder in recyclers, mining equipment manufacturers, battery producers, and advanced materials companies.
Strategic Materials Stock Selection
The fund scores commodities monthly on five factors: marginal cost of production, inventory levels, economic cycle, supply-demand balance, and trade barriers.
Sustainability in Mining
The fund is classified under EU's SFDR Article 8 for promoting environmental or social characteristics, linking sustainability to returns by avoiding mine delays and higher costs.
Acerinox
Acerinox produces stainless steel and specialty alloys for aircraft engines, industrial gas turbines, rocket nozzles, and space exploration vehicles.
Wheaton
Wheaton provides upfront financing to mining companies in exchange for future gold and silver production at predetermined prices, avoiding operational risks.
Freeport-McMoRan
Freeport-McMoRan is a major copper producer with growing demand for electrification, power grids, data centres, and heavy industry, supported by supply constraints.
The short version
JSS Sustainable Equity – Strategic Materials fund invests in upstream mining and recyclers to profit from rising demand for strategic materials like copper and stainless steel.
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