Note: This text is a translation from the original language, German.
The Quiet Trend Is Your Friend - The best stock market trends are the quiet ones
Many investors wait to invest until a trend is firmly established in the market: prices are already rising noticeably, media reports are piling up, and most investors are already invested. But the truly promising developments often emerge quietly, steadily, and unspectacularly. Those who recognize them early can reap above-average profits.
Gold – established, but by no means exhausted
The price of gold has been on a stable upward trend for some time and is currently consolidating at a high level. The trend is intact and gathering new strength. In addition to gold's classic role as a hedge against crises and inflation, industrial demand is also becoming increasingly important – a factor that opens up additional potential in the long term.
Silver – the silent follower with catch-up potential
In the shadow of gold, silver is also developing very dynamically. More and more market observers are speculating when the silver price could reach its all-time high from 1980. In recent years, silver has caught up significantly with gold. Both precious metals are currently showing almost synchronous price developments.
Copper – the structural growth driver
Copper has been particularly impressive since the beginning of 2025 with a strong upward trend. The drivers are clear: growing demand from the electrical industry, construction, and infrastructure projects is meeting limited supply. Short-term price fluctuations are common for commodities and primarily reflect macroeconomic developments – this does little to change the structural upward trend.
Lithium – comeback of a key raw material
Lithium is also showing a strong recovery after a significant correction in the middle of the year. The price decline in June was apparently only a temporary setback – prices are now picking up again, pointing to new impetus in demand.
The question: Which trend should you invest in?
The answer: Not in individual commodities, but broadly diversified across specialized mining companies, particularly in the small- and mid-cap segment. These companies benefit disproportionately from rising commodity prices, as their profit margins increase significantly while production costs remain stable. In many cases, this potential has not yet been fully priced into the stock markets.
A fund that specifically benefits from these developments
The Structured Solutions Next Generation Resources Fund (ISIN: HAFX4V) invests globally in a broad selection of such mining stocks, specifically tracking the commodity trends described above.
The current allocation reflects a balanced exposure to gold, silver, copper, and lithium mines. Particularly noteworthy is that the fund management invests exclusively in politically and legally stable countries. Exposures to regions with unstable conditions—such as large parts of Africa, Asia, or South America—and companies with links to child labor or modern slavery are excluded.
Impressive long-term performance
Between July 22, 2015, and July 18, 2025, the fund achieved an average annual performance of 12.51% p.a. (according to the BVI method). The monthly performance for July 2025 (as of July 21) is already 14.20%, which impressively reflects the current momentum of the sectors included in the fund.
Conclusion:
The key to investment success lies in entering the market at the right time – before the broader market follows a trend.
Information about the fund can be found HERE!