Gold rush or Fool’s Gold

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March 31, 2025
4:00 pm

The bull market in gold is getting a lot of attention from investors, especially at a time when sector favourites, such as the large Aussie banks and big US tech stocks, are under pressure. For investors, the good news is there are several ways to play this bull market. But which option is best? And what insights can be drawn from recent performance?

Below we cover both the advantages and disadvantages of investing in a gold-exposed ETF versus a gold fund, then compare these with the NextGen Resources Fund, which is a diversified resources fund. The NextGen Resources Fund currently has about 54% of portfolio weight exposed to gold stocks1. The fund extracts value through bottom-up investing and understanding the dynamics of commodity cycles, such as those experienced in a gold bull market.

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