For wholesale investors in Australia

Global Natural Resources: Financial year in review

Daniel Sullivan | Janus Henderson Investors
Daniel Sullivan

Daniel Sullivan

Head of Global Natural Resources | Portfolio Manager

Jul 13, 2021

Daniel Sullivan, Head of Global Natural Resources, explains what happened in the sector over the year, what's ahead and how the teams are positioning for their evolving outlook.

Key takeaways:

  • The year to 30 June 2021 saw strong performance from global natural resources companies, with the S&P Global Natural Resources Index gaining 36% in Australian dollars.
  • Underpinning much of the clean energy transition is the development of battery power storage.
  • Our investment approach remains to be well diversified to capture value across the range of opportunities in the electric metals, the circular economy, sustainable food, renewable energy, low cost oil and gas, gold and silver.

This information is issued by Janus Henderson Investors (Australia) Institutional Funds Management Limited (AFSL 444266, ABN 16 165 119 531). The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.



Whilst Janus Henderson Investors (Australia) Institutional Funds Management Limited believe that the information is correct at the date of this document, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson Investors (Australia) Institutional Funds Management Limited to any end users for any action taken on the basis of this information. All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson Investors (Australia) Institutional Funds Management Limited is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect.