Ned Naylor-Leyland
Fund ManagerJupiter Gold & Silver Fund manager
7 tracked positions · from fund disclosures
7 tracked · Fund disclosure · Disclosure as of Jan 31, 2026 · Fact sheets, corporate
Manages the Jupiter Gold & Silver Fund. The fund blends physical gold and silver bullion held through trusts with mining equities, and typically maintains a neutral 50:50 allocation between the two metals.
Portfolio allocation
Holdings (7)
Position list · amounts not disclosed
DSVSF 9.3%
Largest % shareholder
- FUND DISCLOSUREJan 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
- FUND DISCLOSUREJan 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
- FUND DISCLOSUREJan 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
- FUND DISCLOSUREJan 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
- FUND DISCLOSUREJan 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
- FUND DISCLOSUREJan 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
- FUND DISCLOSUREJan 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
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Portfolio Intelligence
Portfolio Intelligence
Aggregated from this investor's disclosed positions. Methodology
Portfolio Gold Beta
Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.
Beta
0.93
R-squared
0.53
Coverage
100%
7 of 7 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| PAAS | Pan American Silver Corp. | 7 investors, Adrian Day, James Luke, Lawrence Lepard |
| DSVSF | Discovery Mining Ltd. | 6 investors, Commodity Discovery Fund, Don Durrett, Eric Sprott |
| CDE | Coeur Mining, Inc. | 5 investors, Don Durrett, James Luke, Lawrence Lepard |
| EXK | Endeavour Silver Corp. | 4 investors, Don Durrett, Lawrence Lepard, Trevor Steel |
| AG | First Majestic Silver Corp. | 2 investors, Adrian Day, Don Durrett |
| LUGDF | Lundin Gold Inc. | 2 investors, Garrett Goggin, Lundin Family |
| FNLPF | Fresnillo plc | 1 investor, Trevor Steel |
Similar Portfolios
Filing Timeline
- Jan 31, 2026AGFirst Majestic Silver Corp.
5.99% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet) - Jan 31, 2026CDECoeur Mining, Inc.
5.30% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet) - Jan 31, 2026DSVSFDiscovery Mining Ltd.
9.34% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet) - Jan 31, 2026EXKEndeavour Silver Corp.
3.72% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet) - Jan 31, 2026FNLPFFresnillo plc
4.26% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet) - Jan 31, 2026LUGDFLundin Gold Inc.
3.95% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet) - Jan 31, 2026PAASPan American Silver Corp.
3.78% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-01-31 (Trustnet/FE fundinfo factsheet)
Notable disclosed positions from fund fact sheets and public statements.