Geiger Counter (GCL) is a specialist fund providing actively managed exposure to the uranium sector. After a three-year decline that has weighed on uranium sector equities, the uranium price has witnessed a sharp rally since August 2014. Improving sentiment towards the sector is supported by positive indicators of rising near- and medium-term demand, which has the potential to return the uranium market to balance given the scale of production cuts across the industry. While the managers retain a degree of caution over the near-term outlook, GCL’s broad exposure positions it favourably to benefit from a potential sustained sector recovery over the medium term.

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