Thoughts on JPM Natural Resources Fund?

Which seems to do terribly well in the long run. However, it is quite volatile, and it hasn't done brilliantly of late. I know nothing about the state of the commodities markets; have they been in the doldrums recently, or is this fund losing its way? Are things likely to get better? Really, i'd be interested to hear any thoughts of any kind on this fund. tom

Hmm. Yes, this is something i should think about. It might be more work and take more skill than i can manage, though. Also, i know that the sensible thing to do is buy to hold, but i'd always be tempted to fiddle with my position!

Thanks to everyone who replied.

tom

I invested in JPM Nat Resources a couple of years ago on the basis that it broadened my portfolio of ISA' s and on the basis that the need for resources will continue to grow, come what may. E.g Oil and gas will become less available and therefore the prices will continue to rise in the long term and therefore the value of the resources to find and convert these resources into usable comodities will also increase. therefore, although bumpy, overall this area will increase in value.

I have the same sorts of feelings about environmental issues. I want an ISA that deals with companies that are not just environmentally conscientious but who make all those thing associated with harnessing the environment e.g. who invests in wind turbines or mass heat exchangers or low energy bulbs etc -- what ever we thing about the environmental issues it is these companies that in my mind will flourish big time

Regs

John