Halifax - Buy Funds - Investments

At a glance performance and information

Eligibility:

Share Dealing Account

ISA

ShareBuilder

SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

Fund:

SVS Baker Steel Gold & Precious Metals B Acc
Sector:

IA Specialist
Benchmark:

Index

Discrete calendar year performance

Discrete calendar year performance
Investment	31/03/21 to 31/03/22	31/03/22 to 31/03/23	31/03/23 to 31/03/24	31/03/24 to 31/03/25	31/03/25 to 31/03/26
SVS Baker Steel Gold & Precious Metals B Acc	18.70%	-6.95%	-8.64%	50.75%	122.11%
IA Specialist	5.77%	-0.66%	9.19%	3.49%	19.96%
N/A	N/A%	N/A%	N/A%	N/A%	N/A%

Trailing returns

(*annualised)

Trailing returns
Investment	3 months	6 months	1 year	3 years*	5 years*
SVS Baker Steel Gold & Precious Metals B Acc	-25.88%	9.67%	98.89%	49.27%	22.79%
IA Specialist	2.65%	11.59%	27.44%	13.89%	8.34%
N/A	N/A%	N/A%	N/A%	N/A%	N/A%

Overview

Fund Objective: The investment objective of the Fund is to achieve capital growth in excess of the price return of MSCI ACWI Select Gold Miners Index (the Target Benchmark) over a rolling 5 year period after the deduction of all fees. The investment policy of the Fund will seek to achieve its objective of capital growth through investing at least 70% of the Company's total value in shares of companies that have direct underlying Gold and/or precious metals exposure, or through companies worldwide whose core business is involved in the mining, refining, production and marketing of Gold and/or precious metals.

Manager name	Tutman Fund Solutions Limited
Manager start date	01 December 2019
Manager Biography	Mark is a Fund Manager, based in London. He joined the firm in 2017 and is a Managing Partner in the business.Mark has over 25 years’ experience in the international metals and mining industry, including technical roles at Barrick Gold. Furthermore, Mark has worked in several Executive and Board roles, most recently as Chairman of Aquila Resources.A CFA Charterholder, Mark spent 5 years at Merrill Lynch as a Gold Equities Analyst. Following this Mark helped launch Hatch Corporate Finance, a corporate finance boutique backed by Hatch, where he was Managing Director. He has been involved in several billion dollars worth of transactions.Mark holds a degree in Mining Geology from the Royal School of Mines, Imperial College London.

Investment style:	*None
Region (geographical)	Global

Benchmark	N/A
Sector	IA Specialist
FE fundinfo Rating	4 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge	Who receives this?	What is it?	Amount
Initial charge:	The fund manager	Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.	0.00%
Ongoing Charges:	The fund manager	The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.	1.28%
Performance Fee:	The fund manager	A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.	0%
Typical transaction cost:	The fund manager	The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.	0.188%*
Dealing commission:	Halifax	The cost of buying or selling some or all of your investment.	£9.50 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Key Investor Information Document (KIID)Open KIID document
Fees & Charges

Breakdown

Asset Allocation

Fund size: 92,905,038.15 GBX

Chart not available

Chart date: May 29, 2026

Top 10 Holdings

Top 10 Holdings
Security	Weight
Anglogold ashanti limited	4.27%
Pan american silver corp (usd)	4.23%
Coeur mining inc	4.21%
Sibanye-stillwater ltd	4.13%
Endeavour mining plc	3.92%
Iamgold corporation (us)	3.73%
Newmont corporation	3.68%
Aris mining corp (ct*)	3.65%
Equinox gold corp (ct*)	3.63%
First majestic silver corp.	3.59%

Sectors

Sectors
Sectors	Weight
No results

World regions

World regions
Country	Weight
No results

ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).

Disclosure Document