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Lowell Resources Fund ASX:LRT

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

31 Dec 2025 to today

Commentary 2 comments

DateManagerActionSummary

31 May 2026Wilson Asset ManagementHeldWilson Asset Management continues to hold Lowell Resources Fund because the fund provides exposure to a diversified portfolio of junior resources companies with a focus on precious metals, base metals, and energy, and the share price increased 7.8% during the month on positive sentiment toward gold and copper. Wilson Asset Management notes the share price discount to NAV narrowed from 19.4% to 13.9% and sees potential for the valuation gap to narrow further as the macroeconomic backdrop becomes more supportive for the underlying portfolio companies.

Monthly Report, price recorded $2.32

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31 Dec 2025Wilson Asset ManagementHeldThe fund manager continues to hold Lowell Resources Fund because the company's net asset value increased 13.6% during December, driven by increases in precious metal prices including gold and platinum, while the share price increased 19.9% reflecting the NAV performance and a narrowing of the share price discount to NAV. They note since the initial investment in December 2024, the share price has increased 91% on the initial cost base, generating strong returns. The manager believes Lowell continues to trade at around a 20% discount to its NAV, providing further upside as precious and base metal companies are well positioned for near-term outperformance.

Monthly Report, price recorded $2.23

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on LRT.

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About Lowell Resources Fund

Materials, Capital Markets

Lowell Resources Fund (ASX:LRT), a listed fund investing in junior resources companies, has been a contributor for Wilson Asset Management. In May 2026, Wilson reported Lowell Resources Fund was a further contributor to its portfolio, supported by positive sentiment toward precious metals and junior resources. In December 2025, Wilson described LRT as providing investors with diversified exposure to mining exploration and development companies across precious, base and battery metals. Lowell Resources Fund operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 2 comments from 1 fund manager, Wilson Asset Management. Established in 1986 and headquartered in Richmond, Melbourne, Lowell Resources Fund is an ASX-listed unit trust managed by Lowell Resources Funds Management, investing in junior and mid-tier mining and energy companies globally, with holdings across gold, copper, platinum group metals and other commodities.

Market cap: $94m
Dividend yield: 0.0%
52-week range: $1.81 to $3.10

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Lowell Resources Fund (ASX:LRT)?

Fund managers including Wilson Asset Management have invested in Lowell Resources Fund (ASX:LRT).

What opportunities or catalysts do fund managers highlight for Lowell Resources Fund?

Wilson highlights strong performance driven by positive sentiment toward precious metals and junior resources, along with diversified exposure across commodities.

What are the key risks to the Lowell Resources Fund investment thesis, according to fund managers?

The available commentary does not set out specific risks, though LRT's returns depend on volatile junior resources stocks and its discount to net asset value.

What does Lowell Resources Fund (ASX:LRT) do?

Lowell Resources Fund is an investment fund and unit trust established on January 21, 1986. Headquartered in Richmond, Australia, the firm specializes in investment portfolios comprising shares and financial products from resource companies listed on Australian and international stock exchanges. Its investment operations are strategically focused across three core geographical segments: Australia, Canada, and the United Kingdom. Lowell Resources Fund provides capital exposure to the global natural resources sector for investors.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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