The Lemon Fool

I've been reviewing my pension holding and I'm not happy with the performance of Eclectica Agriculture. Currency converted, it's underperformed the Equity Agriculture sector, and, more drastically the S&P Global Agribusiness Index. I really should have learnt with these larger than life characters, but it seems as if Hugh Hendry can talk a good talk whilst underperforming evey relevent benchmark.

Does anyone know of a S&P Global Agribusiness Index tracker - open/ETF or otherwise ?

Another good one (though it dropped off quite a bit just recently) might be Allianz Global Agrictultural Trends (one of Trustnet Direct's Top100).

FredBloggs wrote:No, but for a while I held the Sarasin Agrisar fund. I don't know how it has performed recently, I sold it once it had made about 15% IIRC. Might be worth a look?

Should've stuck with it. I did, more because I never got around to selling than for any positive reason.

Five year record is +60%, of which more than half in the last twelve months. Eclectica seems to have returned half as much over the five years, also with a recent upturn. Allianz has underperformed both of them.

This is a theme I looked at about 3 years ago and considered Eclectica and Sarasin. In the end, I didn't buy.

I got distracted into researching into potash companies. I learned a lot, but have forgotten it all now!

All I ended up with was a small holding of Sirius(LSE:SSX)

I have looked at agriculture much since, but I suppose the demographics will be as compelling as ever.