Managed Gold Accounts

Luma Managed Gold Strategy

The Managed Gold Strategy aims to provide investors full exposure to the upside in the gold market over a multi-year period while limiting the risk. Gold stocks are inherently volatile on a short-term basis and the investor should be prepared for this. The portfolio will normally have at least 80% invested in major gold producers and royalty companies, with no more than 20% exposure to smaller companies and silver producers.

Investors interested in the gold sector may be suitable for the Luma Managed Gold Strategy.

An initial personal consultation with a financial advisor to assess your financial situation and objectives is a good way to start.

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Portfolio Manager

Adrian DayAdrian Day is the Portfolio Manager of the Luma Managed Gold Strategy.

Adrian graduated with honors from the London School of Economics and is also the author of three books on the subject of global investing: Investing Without Borders, International Investment Opportunities: How and Where to Invest Overseas Successfully, and Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks.