Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 11.52% | 37.39% | 48.9% | 46.03% | 16.89% | 12.46% | -% | -% |
Growth return | 11.52% | 37.39% | 48.9% | 46.03% | 16.89% | 12.46% | -% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | -% | -% |
Market index (MSCI World Ex Australia NR AUD)
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Total return | 0.92% | 6.62% | 5.1% | 20.06% | 19.45% | 20.5% | 15.74% | 12.6% |
Type | Description |
Terra Capital Green Metals Lead Series | |
TCH4161AU | |
Equity World Other | |
Not Rated | |
Investment Fund | |
1 Dec 2021 | |
$21.29 million (as at 31 Aug 2025) | |
$1.1063 (as at 31 Aug 2025) | |
$1.1008 (as at 31 Aug 2025) | |
Open |
Type | Description |
MER | 1.20% (as at 1 Feb 2025) |
Indirect Cost Ratio (ICR) | 21.20% (as at 30 Jun 2024) |
Performance fee (not included in ICR) | 20 |
Minimum initial investment | $100,000 |
Minimum additional investments | $10,000.00 |
The objective of the Terra Capital Green Metals Lead Series managed fund is To deliver superior absolute returns over the medium term by investing in small mining and energy globally listed companies.
The strategy of the Terra Capital Green Metals Lead Series managed fund is To invest in companies involved in the materials required to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. The strategy may take top-down views or exploit various themes, for example, increasing inflation, infrastructure build, electric vehicles, and clean energy as examples, however, each individual investment is made with a thorough bottom-up fundamental assessment on the merits of the company and its operations.
The APIR code of the Terra Capital Green Metals Lead Series managed fund is TCH4161AU.
Terra Capital Green Metals Lead Series’s total return last month was 11.52%. This was made up of a growth return of 11.52% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Terra Capital Green Metals Lead Series’s total return for the last three months was 37.39%. This was made up of a growth return of 37.39% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
Terra Capital Green Metals Lead Series’s one-year total return is 46.03%. This was made up of a growth return of 46.03% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Terra Capital Green Metals Lead Series’s one-year total return is 12.46%. This was made up of a growth return of 12.46% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Terra Capital Green Metals Lead Series managed fund is :
The Terra Capital Green Metals Lead Series managed fund belongs to the Equity World Other sector/asset class.
As at 31 Aug 2025, the size of the Terra Capital Green Metals Lead Series managed fund was $21.29 million.
The Terra Capital Green Metals Lead Series managed fund has an inception date of 1 Dec 2021.
The current entry price of the Terra Capital Green Metals Lead Series managed fund is $1.1063 per unit and the current exit price is $1.1008 per unit (as at 31 Aug 2025).
The current exit price of the Terra Capital Green Metals Lead Series managed fund is $1.1008 per unit and the current entry price is $1.1063 per unit (as at 31 Aug 2025).
The minimum initial investment amount for the Terra Capital Green Metals Lead Series managed fund is $100,000. Minimum additional investment is $10000.
Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.