Agriculture

Closed-end funds and OEICs
Daytona
Posts: 8
Joined: November 17th, 2016, 12:48 pm

Agriculture

Postby Daytona » November 30th, 2016, 5:27 pm

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 ?

FredBloggs
2 Lemon pips
Posts: 199
Joined: November 12th, 2016, 8:42 am

Re: Agriculture

Postby FredBloggs » December 1st, 2016, 2:50 am

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?

dlp6666
Posts: 3
Joined: November 7th, 2016, 11:40 am

Re: Agriculture

Postby dlp6666 » December 1st, 2016, 11:42 am

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

UncleEbenezer
Lemon Slice
Posts: 358
Joined: November 4th, 2016, 8:17 pm

Re: Agriculture

Postby UncleEbenezer » December 1st, 2016, 3:32 pm

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.

FredBloggs
2 Lemon pips
Posts: 199
Joined: November 12th, 2016, 8:42 am

Re: Agriculture

Postby FredBloggs » December 1st, 2016, 11:40 pm

UncleEbenezer wrote:
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.
Thanks, yes, I should have kept it then! I was happy with the 15% over the nine months or so I held it.

EricLightbulb
Posts: 5
Joined: January 17th, 2017, 1:26 pm

Re: Agriculture

Postby EricLightbulb » January 18th, 2017, 1:48 pm

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.


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