Gold leading the way in natural resources sector

Gold stocks make up more than 45% of the JPMorgan Fleming Natural Resources fund, show- ing how well the sector has performed in a period of political and economic uncertainty. Manager Ian Henderson, says his fund has a 45.5% exposure in gold, 25.1% for energy, 15.8% in base metals, 8.3% in platinum, 4.4% in diamonds and 0.9% in cash. Henderson explains the economic background is uncertain and coupled with investor concerns about war in Iraq and poor sentiment following the accountancy scandals in the US, this makes gold an ideal commodity for investors. Henderson adds that gold com...