Investment Themes

Gold and Silver, add precious stock to your portfolio

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Investment Themes

Ignored by investors for a long time, gold and silver are back in the spotlight thanks to an environment that is increasingly favorable to them. Lower bond yields, weaker macroeconomic indicators, slower global growth and caution about the bull market in the main equity indices are all factors that are allowing gold to recover, as is money.

There has indeed been a disruption in traders' sentiment towards gold metal, which is returning to its status as a safe haven while markets are becoming more complex. At a time when accommodating monetary policies are intensifying, the endless Sino-American trade talks, coupled with European misunderstanding on the Brexit front, are increasing nervousness among investors. The latter are now opting for hedging strategies. While there are many ways to expose yourself to the price of gold and silver, such as buying gold and silver physically, it should be noted that mining companies are also a great way to diversify your equity portfolio. As such, this thematic list includes mining companies, whether specialized or diversified, that generate a significant part of their turnover in the extraction, valuation or trading of gold and silver. They are therefore relatively sensitive to changes in the prices of these precious metals.

Our selection

Basic Materials
Gold Mining
1.11TCr +107.53%
Basic Materials
Gold Mining
241.64Cr +93.73%
Basic Materials
Gold Mining
201.09Cr +35.33%
Basic Materials
Gold Mining
195.58Cr +84.67%
Basic Materials
Gold Mining
304.37Cr +50.75%
Basic Materials
Gold Mining
339.85Cr +64.62%
Basic Materials
Integrated Mining
1.13TCr +82.30%
Basic Materials
Gold Mining
499.6Cr +36.54%
Basic Materials
Gold Mining
405.87Cr +27.36%
Basic Materials
Gold Mining
134.8Cr +81.11%
Basic Materials
Gold Mining
913.66Cr +84.31%
Basic Materials
Other Gold
255.86Cr +49.38%
Basic Materials
Gold Mining
244.83Cr +61.18%
Basic Materials
Other Gold
1.14TCr +82.33%
Basic Materials
Other Gold
980.94Cr +87.07%
Basic Materials
Gold Mining
278.69Cr +57.10%
Basic Materials
Gold Mining
203.82Cr +44.62%
- - 1.8TCr -
Basic Materials
Other Gold
741.12Cr +62.19%
Basic Materials
Gold Mining
475.14Cr +34.00%
Basic Materials
Gold Mining
236.34Cr +63.90%
Basic Materials
Gold Mining
330.74Cr +45.91%
Basic Materials
Gold Mining
1.8TCr +51.24%
Basic Materials
Gold Mining
178.66Cr +29.82%
Basic Materials
Gold Refining
1.83TCr +36.19%
Basic Materials
Gold Mining
256.82Cr +60.66%
Basic Materials
Gold Mining
3.92TCr +46.97%
Basic Materials
Gold Mining
5.91TCr +50.39%
Basic Materials
Gold Mining
1.19TCr +36.97%
Basic Materials
Gold Mining
22Cr +40.00%
Basic Materials
Gold Refining
6.73TCr +32.39%
Basic Materials
Other Gold
2.05TCr +65.43%
Basic Materials
Integrated Mining
380.98Cr +30.21%
Basic Materials
Gold Mining
5.97TCr +44.14%
Basic Materials
Gold Mining
258.45Cr +47.45%
Basic Materials
Other Gold
3.22TCr +36.38%
Basic Materials
Gold Mining
442.64Cr +30.97%
Basic Materials
Gold Mining
386.52Cr +24.50%
Industrials
Diversified Industrial Goods Wholesale
3.11TCr +7.09%
Basic Materials
Gold Mining
1.88TCr +31.80%
Basic Materials
Gold Mining
1.1TCr +35.97%
Basic Materials
Gold Mining
144.19Cr +16.87%
Basic Materials
Gold Mining
232.81Cr +57.37%
- - 285.22Cr -
Basic Materials
Other Specialty Mining & Metals
5.6TCr +2.47%
- - 4.5TCr -
Basic Materials
Other Specialty Mining & Metals
7.42TCr +3.08%
- - 146.37Cr -
- - 872.46Cr -
Basic Materials
Silver Mining
318.11Cr +3.87%
Basic Materials
Silver Mining
111.17Cr +8.85%
Basic Materials
Gold Mining
305.58Cr +27.35%
Basic Materials
Silver Mining
104.15Cr -6.07%
Basic Materials
Copper Ore Mining
658.37Cr +7.48%
- - 1.82TCr -
Basic Materials
Integrated Mining
4.34TCr -23.84%
Basic Materials
Other Specialty Mining & Metals
922.83Cr -0.16%
Basic Materials
Gold Mining
145.93Cr -

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

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