The gold rally is expected to continue in 2026, driven by geopolitical uncertainties and high government debt. The Earth Gold Fund UI EUR R achieved a return of 161% in 2025, outperforming other funds. Central banks and private investors are driving demand for gold, supporting its price and benefiting mining stocks. Gold’s stability and liquidity make it an attractive investment compared to physical gold. Mining stocks offer leverage on the gold price, providing potential for significant gains. The fund focuses on geological and financial analysis to identify attractive investment opportunities. Selecting companies with untapped potential and strong fundamentals is crucial for investment success. The fund’s success is attributed to its concentrated portfolio, on-site research, and active management approach. Silver is emerging as a key metal for renewable energy, leading to a shift in focus from gold to silver stocks within the fund. Silver’s industrial applications make it a strategic investment alongside gold. In conclusion, active management in commodities and mining stocks can provide a competitive advantage over passive strategies, justifying higher fees for potential outperformance.

Read more at Morningstar: Gold Rally to Continue in 2026, Top-Performing Fund Manager Says