BlackRock World Mining Trust Key Information and Investment Facts

BlackRock World Mining Trust is a closed-ended investment trust that focuses on investing in the global mining industry. It aims to provide its shareholders with a regular income and long-term capital growth.

The trust has a long history, dating back to 1992, and has a strong track record of performance. It has a proven investment strategy that has been refined over the years.

BlackRock World Mining Trust invests in a wide range of mining companies, including gold, copper, and iron ore producers. This diversification helps to spread risk and increase potential returns.

The trust has a talented investment team that researches and selects the best mining companies to invest in. They look for companies with strong management teams, solid balance sheets, and growth potential.

The BlackRock World Mining Trust is a UK-domiciled investment trust that focuses on investing in the global mining industry. It's managed by BlackRock, a well-established investment management company.

The trust's investment objective is to provide a long-term income stream for its shareholders, with a focus on dividend payments. Its investment approach is to invest in a diversified portfolio of mining companies, with a mix of major and junior companies.

BlackRock World Mining Trust has a history dating back to 1992, when it was first established as the BlackRock World Mining Trust. It has a strong track record of delivering income to its shareholders over the years.

The Fund was established in 2010 by a group of philanthropists who wanted to make a positive impact on their community.

Its mission is to support grassroots organizations that provide essential services to vulnerable populations, such as low-income families and individuals with disabilities.

The Fund focuses on education, healthcare, and economic development initiatives that have a proven track record of success.

It has awarded over 500 grants totaling more than $10 million to date.

The Fund's board of directors is comprised of experienced professionals who bring a wealth of knowledge and expertise to the table.

They review grant applications carefully, looking for projects that demonstrate a clear need, a well-defined plan, and a commitment to sustainability.

The Fund's goal is to make a lasting difference in the lives of those it serves, rather than just providing temporary relief.

Our fund managers are highly experienced and dedicated professionals who oversee the investment decisions of the BlackRock World Mining Trust plc. Evy Hambro has been with the company since 1994, bringing a wealth of knowledge and expertise to the role.

Evy Hambro is co-manager of the BlackRock World Mining Trust plc and serves as the Global Head of Thematic and Sector Investing, as well as the Head of the Natural Resources Equity Team. He has a degree in agricultural food marketing.

Olivia Markham, CFA, is a Director and portfolio manager on the Natural Resources Equity team within BlackRock's Alpha Strategies Group. She co-manages the BlackRock World Mining Trust, the BGF World Mining Fund, and various segregated portfolios.

Olivia Markham has a degree in finance from the University of Western Australia in 2003 and has a strong background in the mining industry, having previously worked at UBS and Merrill Lynch.

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The BlackRock World Mining Trust is a closed-ended investment company that has been around since 2005. It's listed on the London Stock Exchange.

The trust's investment objective is to provide long-term capital growth and income through a diversified portfolio of mining and metals companies worldwide. It aims to achieve this by investing in a mix of established and smaller mining companies.

The trust's portfolio is managed by BlackRock, a well-established investment management company with a global presence. BlackRock has a team of experienced investment professionals who oversee the trust's investments.

The trust's investment approach is to invest in a diversified portfolio of mining and metals companies, with a focus on companies that have a strong track record of profitability and growth. It also considers factors such as the company's management team, its operations, and its financial health.

The trust's total net asset value (NAV) per share has historically been around £10.50, with a dividend yield of around 4.5%. This is based on its past performance, but it's essential to keep in mind that past performance is not a guarantee of future results.

The trust's dividend policy is to pay dividends quarterly, with the aim of distributing at least 90% of its taxable profits to shareholders.

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BlackRock World Mining Trust takes ESG considerations seriously, with a team of 40 professionals across eight offices worldwide overseeing ESG integration with investment approaches.

ESG plays a crucial role in the natural resources space, as miners need to demonstrate their ESG credentials to maintain a social license to operate.

The firm's analysts and portfolio managers discuss ESG in detail when meeting company management, and it's embedded in all four stages of the process.

ESG conclusions are carried forward into the decision-making stage, and the continuous evaluation of companies includes a quarterly portfolio review of MSCI ESG scores and a quarterly Ethix portfolio screen.

By considering ESG, the team believes it can help avoid "blow-up" incidents and provide better risk-adjusted returns.

BlackRock World Mining Trust has a clear investment strategy in place. The company aims to maximize total returns through a diversified investment in mining and metal assets worldwide.

Their investment policy focuses on quoted securities, but also includes investing in royalties and physical metals. Up to 10% of gross assets can be held in physical metals.

The trust's investment policy also allows for up to 20% to be invested in unquoted investments, providing a broader scope for growth.

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Evy Hambro has been with BlackRock since 1994, having joined the firm after working with Mercury Asset Management and Merrill Lynch Investment Managers.

He has a degree in agricultural food marketing, which might not seem directly related to his current role, but it's clear he's made the most of his education.

Evy is the Global Head of Thematic and Sector Investing and the Head of the Natural Resources Equity Team, overseeing a range of portfolios focused on mining, gold, and the circular economy.

Olivia Markham joined BlackRock in 2011, bringing with her extensive experience in the mining sector, having previously led the European Mining team at UBS.

She also spent time working in mergers and acquisitions at BHP Billiton and at Merrill Lynch in Sydney, covering Australian miners.

Olivia earned a BComm degree in finance from the University of Western Australia in 2003, which has clearly served her well in her career.

As a co-manager of the BlackRock World Mining Trust, Olivia is responsible for managing a number of the team's portfolios, including those focused on gold and the circular economy.

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The company's investment strategy is centered around maximizing total returns.

Their investment policy is to provide a diversified investment in mining and metal assets worldwide, actively managed.

The company's focus is on quoted securities, but they also invest in royalties derived from the production of metals and minerals.

Up to 20% of their investments may be unquoted, giving them flexibility in their strategy.

Up to 10% of their gross assets may be held in physical metals, allowing for a tangible investment component.

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Gold is enjoying another renaissance, with the metal repeatedly breaking through record highs in 2025.

The metal's resurgence is causing a stir, with investors taking notice.

Silver trades at levels not seen in 14 years, making it an attractive option for those looking to diversify their portfolios.

Investors can consider Fidelity European, International Public Partnerships, and BlackRock World Mining for exposure to the gold and silver markets.

These investment trusts have reported strong results, with Fidelity European and International Public Partnerships publishing half-year results that are worth taking a closer look at.

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BlackRock World Mining Trust plc is a United Kingdom-based investment company.

The company's investment policy is to provide a diversified investment in mining and metal assets worldwide, actively managed with the objective of maximizing total returns.

BlackRock World Mining Trust plc principally invests in quoted securities, which is a key aspect of their investment strategy.

The company holds approximately 10% of its gross assets in physical metals and invests approximately 20% in unquoted investments, providing a balanced portfolio.

BlackRock World Mining Trust plc has a subsidiary, BlackRock World Mining Investment Company Limited, which is engaged in investment dealings.

You can contact the company directly at +44 207 743 3000 or visit their website at https://www.blackrock.com/uk/individual/products/investment-trusts/our-range for more information.

Here are the company's contact details:

The BlackRock World Mining Trust has traded between a premium of 7.8 per cent and a discount of 20.8 per cent in the past five years to 9 September 2022.

The board operates a discount control mechanism in normal market conditions if it is deemed to be in shareholders’ interests.

The BlackRock World Mining Trust has a payment schedule that's easy to remember: Mar, Jun, Aug, and Nov. This means you can expect to receive income from your investment at these times of the year.

The trust's fund manager has a wealth of experience, having started managing the trust on 01 May 2009. This level of expertise is a big plus, especially when it comes to navigating the complex world of mining investments.

Let's dive into the key facts that will help you make informed decisions.

Annual income can vary significantly, but one thing's for sure - it's essential to consider historic income when evaluating investments.

The gearing level of an investment can have a substantial impact on its overall performance.

Ongoing charges figure (OCF) is a crucial metric to consider, as it directly affects your returns.

Payment dates are typically set for regular intervals, such as quarterly, to ensure timely payments.

This trust has a team of experienced managers who have been in the market since 2009, giving them a solid foundation to tap into global tailwinds that benefit the mining sector.

The trust's flexibility in investing across various metals and mining companies, including unquoted companies, is a significant advantage that sets it apart from others in the market.

Having a conviction-led approach to investing in the mining sector means that the trust is focused on the long-term benefits of the industry, rather than short-term commodity price fluctuations.

This approach offers an attractive and alternative source of income to investors, making it a compelling option in a diversified portfolio.

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