# Three stocks to profit from strategic materials

> JSS Sustainable Equity Fund targets strategic materials stocks for investors.
- Title: Three stocks to profit from strategic materials · MoneyWeek
- Summary: JSS Sustainable Equity Fund targets strategic materials stocks for investors. JSS Sustainable Equity – Strategic Materials fund invests in upstream…
- Keywords: jss sustainable equity, strategic materials, aceronix, wheaton, freeport-mcmoran, copper, stainless steel, mining, sustainability, strategic materials stocks, upstream mining, recyclers
- Source: MoneyWeek — https://moneyweek.com/investments/commodities/stocks-to-profit-from-strategic-materials
- Published: 2026-10-05T06:30:00+00:00
- Read time: 1 min
- Topics: jss sustainable equity, strategic materials, aceronix, wheaton, freeport-mcmoran, copper, stainless steel, mining, sustainability, strategic materials stocks, upstream mining, recyclers
## 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.
## Key takeaway

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.