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    The Janah Global Natural Resources Fund (JGNRF) aims to achieve long term growth by investing in listed equities in the global natural resources sector, incorporating the metals and mining, energy and agriculture sub-sectors, with exposure across all stages of the development cycle including producing assets, development projects and advanced exploration.

    Investment Process

    JGNRF is managed on an active basis, uncorrelated to a benchmark index and includes special situation investments in companies with smaller market capitalisations for which investments are transaction-driven.

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    Janah's investment strategy combines a top-down approach, employing macro-driven allocations across the three resources sub-sectors, with rigorous bottom-up due diligence and stock selection of selected companies across the global universe in order to de-risk investment decisions.

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    ESG considerations are an integral part of the investment process and potential investments that do not meet required ESG measures will be excluded from the fund's investment universe. 

    Secular Bull Market in Commodities

    The Fund's investment thesis capitalises on global thematics and significant future demand for technology related metals, including:

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    • Clean Energy Transition - electric vehicles, battery storage and renewable energy infrastructure drive unprecedented demand growth for lithium, cobalt, nickel, copper and REEs

    • AI and Robotics - electrification of AI data centres and the rise of humanoid robotics create entirely new, fast-growing demand vectors for copper, aluminium and critical minerals

    • Supply Deficit - decades of industry under-investment and scarcity of major new discoveries creates structural supply constraints, supporting a sustained commodity price uplift

    • Geopolitical Critical Metals - supply chain security for critical minerals has become a geopolitical priority, with Western governments actively incentivising domestic and allied-nation production  

    Leveraging the Lasonde Curve

    Natural resource companies follow a typical life cycle during different stages of asset development - the Lasonde Curve. With extensive industry knowledge and network of relationships the JGNRF is able to target the best development projects and best new genuine discoveries generating 'Geo-Alpha'. The investment team, split between Singapore and Perth, has direct access to local companies, projects and the best investment opportunities. 

    Janah Global Natural Resources Fund

    Fund Overview
    Fund Overview Aug.png

    ​​© 2026 by Janah Asset Management VCC. All rights reserved.

    The information on this website should not be considered an offer or solicitation to deal in Janah Asset Management VCC - Janah Global Natural Resources Fund (Registration number T26VC0052G–SF001) (“JGNRF”). This information is intended solely for Accredited and Institutional investors as defined under the Securities and Futures Act 2001 of Singapore. JGNRF is a registered Sub-fund of Janah Asset Management VCC (the "VCC"), a variable capital company incorporated in the Republic of Singapore. The assets and liabilities of JGNRF are segregated from other Sub-funds of the VCC, in accordance with Section 29 of the Variable Capital Companies Act.


    All investments carry risks, including the risk of loss of capital, and may not be suitable for everyone. The information on this website is solely for information purposes and is not intended to be, and should not be construed as an offer, solicitation or recommendation to buy or sell investments. If you are in any doubt as to the appropriate course of action, you should consult your own independent tax/financial adviser, stockbroker, solicitor, accountant or other professional adviser.


    Past performance is not necessarily indicative of future performance. Investment return and principal value will fluctuate, and investors may not recover the full amount originally invested. The information contained herein has been obtained from sources believed to be reliable; however, no representation or warranty is given to the current accuracy, completeness, or reliability, and JGNRF accepts no liability for decisions taken based on such information.


    This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

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