About Lowell Resources Funds Management

Lowell Resources Funds Management Ltd ("LRFM" or "The Manager") manages the Lowell Resources Fund ("LRF") Portfolio, where it has had a successful track record for over 20 years.

The Manager operates through an Investment Committee which incorporates the experience and knowledge of individuals who have direct working experience in the minerals and energy industries, geosciences, broking, banking, and funds management.

LRF unitholders are provided with broad exposure to the junior mining and energy sectors in a Portfolio that is actively managed by the Manager in accordance with its investment philosophy and stock-selection criteria.

The fund's objective is to take profits when available and will realise investments once targets are reached or can no longer be achieved.

 

The Lowell Resources Fund is a unique investment opportunity

 
Fund focus 
  • One of the very few long term investment funds that offers exposure to the junior resources sector in both minerals and energy across Australia and global stock exchanges in unlisted and listed companies
Successful track record since 2004 
  • Superior performance over the short, medium and long term 
Experienced management 
  • Deep technical, financial and commercial expertise and networks with experience through multiple cycles
Unique network - not easily replicated 
  • Access to deal flow in public and private markets
  • Proven ability to generate returns throughout the cycle
  • Potential for structured investment opportunities through consultant relationships
Fund valuation summary 

The most recent Net Asset Value of Lowell Resources Fund can be found in the Announcements page within the Investor Centre in this website. The estimated NAV per unit of the Trust at 31 August 2026 was $2.5984/unit.

Top holdings as at 31 August 2026
 
  • 6.9% I  Brazilian Critical Minerals (ASX:BCM)  REE
  • 4.4% I  Kingfisher Metals (TSX-V: KFR)  Gold-Copper
  • 4.0% I  Astral Resources (ASX.AAR)  Gold
  • 3.9% I  Southern Palladium (ASX:SPD)  PGM
  • 3.8% I  Andina Copper (TSXV:ANDC)  Copper
  • 3.2% I  Unico Silver (ASX:USL)  Silver 
  • 2.7%  I  Black Canyon (ASX:BCA)  Manganese
  • 2.5% I  Freegold Ventures (FLV:TO)  Gold
  • 2.5% I  Unity Metals (ASX.UM1)  Gold
  • 2.3% I  Saturn Metals (ASX.STN)  Gold
  • 12.4% I  Cash  

Fund Top Performer - August 2026

VBX Pty Ltd (Market Cap $70m VBX.ASX) share price rose 88% over the month of August.
In July 2026, VBX signed a bauxite offtake and investment framework agreement with an arm of a “major Chinese aluminium industry group”. VBX’s Wuudagu bauxite project in the Kimberley of WA formed the basis for the 2025 PFS to produce a high grade, low silica beneficiated bauxite product of 45.4% Al2O3 and 3.6% SiO2. The in-situ Measured and Indicated bauxite resource at Wuudagu is 131.9Mt.

Fund Investment actions - August 2026

In energy, the Fund participated in a placement by Canadian uranium company U92 Energy Corp, which is focused on Guyana.
In precious metals, the Fund added to its holding in Hamelin Gold, while selling out of Canadian-listed Sanu Gold.
In other metals, the Fund made a seed investment in Argentina-focused tungsten explorer Alvear Tungsten, and acquired shares in NSW tin explorer Caspin Resources.

Characteristics of the Fund
 

Nature of fund:  Long only, absolute return fund

Investee companies:  Junior resource companies, including gold, base and specialty metals, and energy

Investment type:  Focus on global listed and unlisted resource equities

Distribution policy:  100% of taxable profits distributed annually