Ledging Oceans of Wealth: Holding the Most Luminous Gold Reserves Globally
Going Beyond Gold Coins: Invest in Gold Producer Funds with Style
For investors keen on gold, there's more to consider than just gold coins, bars, or secured ETCs like Euwax-Gold. Why not delve into the stocks of gold producers within selected funds? Here are the top picks that could set your portfolio astir.
In the world of gold mining funds, choices are aplenty, yet the funds themselves may look similar—some favor larger companies, while others see potential with smaller players. One daring fund that stands out is the Konwave Gold Equity Fund - B. Let's take a closer look.
The Konwave Gold Equity Fund - B: A Leap for Smaller Players
While not every investor's cup of tea due to its riskier nature, this fund definitely packs a punch, especially for those seeking high-growth opportunities. Its focus is on smaller and mid-sized mining companies, a move that, although riskier, can potentially lead to significant performance boosts. In September and October 2025, this focus paid off, with the fund outperforming significantly. Top holdings include Pan American Silver, Northern Star, and Barrick Gold, but the latter is only among the top five—the others are much smaller players.
The Konwave Gold Equity Fund - B employs an all-cap approach, investing in both exploration and development companies. Managers Erich Meier and Walter Wehrli have a multi-stage, systematic investment process—a blend of top-down and bottom-up approaches. Regional weights, splits between stocks and physical metals (ETFs, ETCs), and metal weighting of producers are set using a top-down approach, while the bottom-up approach involves selecting and weighting individual stocks with strict risk management and daily monitoring.
The portfolio usually holds between 100 and 120 companies for good diversification. The highest weight currently is on Pan American Silver, a leading silver producer that also mines gold, zinc, lead, and copper in its American mines. Barrick Gold, the world's largest gold producer by volume, comes in second, followed by Northern Star, Eldorado Gold, and Coeur Mining, which takes the fifth spot.
In just one year, the fund gained roughly 70%, and over five years, it rocketed to 134%! Despite its strike, the managers remain optimistic about gold mining companies' continued outperformance. The fund's strong performance in 2025 (50%) might very well continue.
Want to learn more about this fund or its performance? Dig deeper here.
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The Konwave Gold Equity Fund - B, with its focus on smaller and mid-sized mining companies, offers investors the opportunity to invest in real-estate (mining companies) and potentially reap significant returns, as demonstrated by its 70% growth in one year and 134% growth over five years.
For those interested in the future of investing in gold producers, understanding the fund's approach of employing a systematic investment process that blends top-down and bottom-up strategies could provide valuable insights. Additionally, the fund's high-performing stocks, such as Pan American Silver, Northern Star, and Barrick Gold, are worth considering when making decisions in the realm of finance and investing.
