Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenWorth noting✨ Updated consensus for the gold price in 2027. JPMorgan sees upside for the gold price of approx 50%✨ Despite the sharp correction in the gold market throughout 2026, the largest investment banks remain positive on gold in the long term. JPMorgan has indeed downgraded its short-term price expectations for the rest of 2026 due to weaker demand from some investors and higher real interest rates, but the bank maintains that the structural drivers for the gold market are intact. JPMorgan expects stronger central bank purchases and increasing physical demand to provide the basis for a new rally in 2027, and the bank has previously pointed to a long-term potential of up to 6 300 dollar per ounce. Reuters simultaneously reports that the bank still sees 2027 as the year when long-term drivers will again dominate the market. Other leading analysis houses largely share this view. Goldman Sachs, UBS and Deutsche Bank all believe that gold is still supported by high government debt, geopolitical uncertainty, diversification away from US dollar reserves and persistent central bank purchases. At the same time, it is emphasized that developments in US interest rates and the dollar will be crucial for how quickly the price increase occurs. Overall, the most serious players point to a consensus where the gold price in 2027 is around 5 300 to 5 500 dollar per ounce. A positive scenario is an increase to between 6 000 and 6 300 dollar if the Federal Reserve eventually lowers interest rates, the dollar weakens, and central banks' record-high gold purchases continue. A more negative scenario is a price between 4 700 and 5 000 dollar if the US economy remains strong, interest rates remain high for a longer period, and investment demand through ETFs remains weak. The main picture among the large investment banks is nevertheless that the correction in 2026 represents a pause in a long-term bull market, rather than the start of a lasting bear market. Sources Reuters: https://www.reuters.com/business/jp-morgan-says-weaker-demand-may-cap-gold-gains-near-term-sees-rebound-late-2026-2026-07-03/ JPMorgan Global Research: https://www.jpmorgan.com/insights/global-research/commodities/gold-prices World Gold Council: https://www.gold.org/goldhub Business Insider: https://www.businessinsider.com/gold-price-crash-death-cross-worst-quarter-outlook-interest-rates-2026-7I would describe the situation as gold being in a stabilization phase with early positive signs, rather than the uptrend already being confirmed. If gold breaks above the last local resistance and continues to form higher highs and lows, it will be a much stronger signal that the long-term uptrend has started again.
- ·1 päivä sittenWhat do the largest investment banks and commodity analysts expect for the silver price in the second half of 2026, and how might it affect AUAG Silver Bullet (chat gpt): There is significant disagreement among analysts about how high silver will go, but it is interesting that **most still see higher prices than today's level**. However, there is considerable uncertainty about how strong the increase will be. ([jpmorgan.com][1]) Here is a summary of the main views: | Player | View on H2 2026 | | ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **J.P. Morgan** | Still among the most optimistic. They expect an average around **81 USD/oz in 2026**, with higher prices towards the end of the year. ([jpmorgan.com][1]) | | **Bank of America** | Still a positive view, with expectations of prices around the mid-80s USD/oz. ([sbcgold.com][2]) | | **UBS** | Have become more cautious. They believe the supply deficit will be smaller than previously assumed and therefore expect more sideways development than a new explosive rally. ([kitco.com][3]) | | **HSBC** | Positive in the long term, but believe the second half of the year may be more moderate because supply increases and industrial demand decreases somewhat at high prices. ([finance.yahoo.com][4]) | ### What does this mean for AUAG Silver Bullet? For your fund, it is important to remember that mining companies usually move **more than the silver price**. A simplified example: * If silver rises **10 %**, many silver mining companies can rise **20–40 %**, because earnings increase more than the metal price itself. * If silver, on the other hand, falls **10 %**, mining stocks can fall **20–40 %** or more. This is why AUAG Silver Bullet can provide very high returns in a strong silver cycle, but also experience large fluctuations. ### What makes me cautiously optimistic right now There are several factors pointing in the right direction: * Silver has ended a period of weak performance and has risen in recent trading days. ([wsj.com][5]) * Weaker US macroeconomic data has increased expectations of a more supportive monetary policy, which often benefits precious metals. ([wsj.com][5]) * Several banks still believe that today's silver price is below their expected average for the rest of the year. ([jpmorgan.com][1]) At the same time, the risk is still present. If the US economy becomes stronger than expected, the dollar strengthens, or interest rate expectations rise again, silver could experience a new correction. This is precisely why the forecasts vary so much. Considering the conversations we've had previously about AUAG Silver Bullet, I believe the most important factor in the coming months will be **whether silver manages to establish itself in a lasting uptrend**. If that happens, the fund could receive a significant boost because many of the companies in the portfolio are still priced far below the peaks they reached when silver was strongest. It is also worth noting that mining stocks have not yet fully recovered the gains many analysts expect in the silver price. If silver continues to rise and investors once again turn to the mining sector, funds like AUAG Silver Bullet could see relatively strong development compared to the silver metal itself. [1]: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices?utm_source=chatgpt.com "How Will Silver Prices Fare in 2026? I J.P. Morgan Global Research" [2]: https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/?utm_source=chatgpt.com "Silver Price Forecasts 2026 | Scottsdale Bullion & Coin" [3]: https://www.kitco.com/news/article/2026-05-14/silver-price-outlooks-chopped-supply-deficit-forecasted-narrow-dramatically?utm_source=chatgpt.com "Silver price outlooks chopped as supply deficit forecasted to narrow dramatically in 2026 - UBS | Kitco News" [4]: https://finance.yahoo.com/markets/commodities/articles/hsbc-raises-silver-forecasts-2026-113000675.html?utm_source=chatgpt.com "HSBC Raises Silver Forecasts for 2026 and 2027 but Warns Upside May Be Limited" [5]: https://www.wsj.com/finance/commodities-futures/gold-gains-helped-by-central-banker-commentary-economic-data-464c9622?utm_source=chatgpt.com "Comex Gold Ends the Week 0.81% Higher at $4112.70"When you post such AI generated texts, it is an advantage to clean up the text a bit.
- ·2 päivää sittenAccording to estimates, the fund is up around 3-4% today.It probably depends on when the US stock market is closed today but it would have been nice with a few weeks in green….
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenWorth noting✨ Updated consensus for the gold price in 2027. JPMorgan sees upside for the gold price of approx 50%✨ Despite the sharp correction in the gold market throughout 2026, the largest investment banks remain positive on gold in the long term. JPMorgan has indeed downgraded its short-term price expectations for the rest of 2026 due to weaker demand from some investors and higher real interest rates, but the bank maintains that the structural drivers for the gold market are intact. JPMorgan expects stronger central bank purchases and increasing physical demand to provide the basis for a new rally in 2027, and the bank has previously pointed to a long-term potential of up to 6 300 dollar per ounce. Reuters simultaneously reports that the bank still sees 2027 as the year when long-term drivers will again dominate the market. Other leading analysis houses largely share this view. Goldman Sachs, UBS and Deutsche Bank all believe that gold is still supported by high government debt, geopolitical uncertainty, diversification away from US dollar reserves and persistent central bank purchases. At the same time, it is emphasized that developments in US interest rates and the dollar will be crucial for how quickly the price increase occurs. Overall, the most serious players point to a consensus where the gold price in 2027 is around 5 300 to 5 500 dollar per ounce. A positive scenario is an increase to between 6 000 and 6 300 dollar if the Federal Reserve eventually lowers interest rates, the dollar weakens, and central banks' record-high gold purchases continue. A more negative scenario is a price between 4 700 and 5 000 dollar if the US economy remains strong, interest rates remain high for a longer period, and investment demand through ETFs remains weak. The main picture among the large investment banks is nevertheless that the correction in 2026 represents a pause in a long-term bull market, rather than the start of a lasting bear market. Sources Reuters: https://www.reuters.com/business/jp-morgan-says-weaker-demand-may-cap-gold-gains-near-term-sees-rebound-late-2026-2026-07-03/ JPMorgan Global Research: https://www.jpmorgan.com/insights/global-research/commodities/gold-prices World Gold Council: https://www.gold.org/goldhub Business Insider: https://www.businessinsider.com/gold-price-crash-death-cross-worst-quarter-outlook-interest-rates-2026-7I would describe the situation as gold being in a stabilization phase with early positive signs, rather than the uptrend already being confirmed. If gold breaks above the last local resistance and continues to form higher highs and lows, it will be a much stronger signal that the long-term uptrend has started again.
- ·1 päivä sittenWhat do the largest investment banks and commodity analysts expect for the silver price in the second half of 2026, and how might it affect AUAG Silver Bullet (chat gpt): There is significant disagreement among analysts about how high silver will go, but it is interesting that **most still see higher prices than today's level**. However, there is considerable uncertainty about how strong the increase will be. ([jpmorgan.com][1]) Here is a summary of the main views: | Player | View on H2 2026 | | ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **J.P. Morgan** | Still among the most optimistic. They expect an average around **81 USD/oz in 2026**, with higher prices towards the end of the year. ([jpmorgan.com][1]) | | **Bank of America** | Still a positive view, with expectations of prices around the mid-80s USD/oz. ([sbcgold.com][2]) | | **UBS** | Have become more cautious. They believe the supply deficit will be smaller than previously assumed and therefore expect more sideways development than a new explosive rally. ([kitco.com][3]) | | **HSBC** | Positive in the long term, but believe the second half of the year may be more moderate because supply increases and industrial demand decreases somewhat at high prices. ([finance.yahoo.com][4]) | ### What does this mean for AUAG Silver Bullet? For your fund, it is important to remember that mining companies usually move **more than the silver price**. A simplified example: * If silver rises **10 %**, many silver mining companies can rise **20–40 %**, because earnings increase more than the metal price itself. * If silver, on the other hand, falls **10 %**, mining stocks can fall **20–40 %** or more. This is why AUAG Silver Bullet can provide very high returns in a strong silver cycle, but also experience large fluctuations. ### What makes me cautiously optimistic right now There are several factors pointing in the right direction: * Silver has ended a period of weak performance and has risen in recent trading days. ([wsj.com][5]) * Weaker US macroeconomic data has increased expectations of a more supportive monetary policy, which often benefits precious metals. ([wsj.com][5]) * Several banks still believe that today's silver price is below their expected average for the rest of the year. ([jpmorgan.com][1]) At the same time, the risk is still present. If the US economy becomes stronger than expected, the dollar strengthens, or interest rate expectations rise again, silver could experience a new correction. This is precisely why the forecasts vary so much. Considering the conversations we've had previously about AUAG Silver Bullet, I believe the most important factor in the coming months will be **whether silver manages to establish itself in a lasting uptrend**. If that happens, the fund could receive a significant boost because many of the companies in the portfolio are still priced far below the peaks they reached when silver was strongest. It is also worth noting that mining stocks have not yet fully recovered the gains many analysts expect in the silver price. If silver continues to rise and investors once again turn to the mining sector, funds like AUAG Silver Bullet could see relatively strong development compared to the silver metal itself. [1]: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices?utm_source=chatgpt.com "How Will Silver Prices Fare in 2026? I J.P. Morgan Global Research" [2]: https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/?utm_source=chatgpt.com "Silver Price Forecasts 2026 | Scottsdale Bullion & Coin" [3]: https://www.kitco.com/news/article/2026-05-14/silver-price-outlooks-chopped-supply-deficit-forecasted-narrow-dramatically?utm_source=chatgpt.com "Silver price outlooks chopped as supply deficit forecasted to narrow dramatically in 2026 - UBS | Kitco News" [4]: https://finance.yahoo.com/markets/commodities/articles/hsbc-raises-silver-forecasts-2026-113000675.html?utm_source=chatgpt.com "HSBC Raises Silver Forecasts for 2026 and 2027 but Warns Upside May Be Limited" [5]: https://www.wsj.com/finance/commodities-futures/gold-gains-helped-by-central-banker-commentary-economic-data-464c9622?utm_source=chatgpt.com "Comex Gold Ends the Week 0.81% Higher at $4112.70"When you post such AI generated texts, it is an advantage to clean up the text a bit.
- ·2 päivää sittenAccording to estimates, the fund is up around 3-4% today.It probably depends on when the US stock market is closed today but it would have been nice with a few weeks in green….
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenWorth noting✨ Updated consensus for the gold price in 2027. JPMorgan sees upside for the gold price of approx 50%✨ Despite the sharp correction in the gold market throughout 2026, the largest investment banks remain positive on gold in the long term. JPMorgan has indeed downgraded its short-term price expectations for the rest of 2026 due to weaker demand from some investors and higher real interest rates, but the bank maintains that the structural drivers for the gold market are intact. JPMorgan expects stronger central bank purchases and increasing physical demand to provide the basis for a new rally in 2027, and the bank has previously pointed to a long-term potential of up to 6 300 dollar per ounce. Reuters simultaneously reports that the bank still sees 2027 as the year when long-term drivers will again dominate the market. Other leading analysis houses largely share this view. Goldman Sachs, UBS and Deutsche Bank all believe that gold is still supported by high government debt, geopolitical uncertainty, diversification away from US dollar reserves and persistent central bank purchases. At the same time, it is emphasized that developments in US interest rates and the dollar will be crucial for how quickly the price increase occurs. Overall, the most serious players point to a consensus where the gold price in 2027 is around 5 300 to 5 500 dollar per ounce. A positive scenario is an increase to between 6 000 and 6 300 dollar if the Federal Reserve eventually lowers interest rates, the dollar weakens, and central banks' record-high gold purchases continue. A more negative scenario is a price between 4 700 and 5 000 dollar if the US economy remains strong, interest rates remain high for a longer period, and investment demand through ETFs remains weak. The main picture among the large investment banks is nevertheless that the correction in 2026 represents a pause in a long-term bull market, rather than the start of a lasting bear market. Sources Reuters: https://www.reuters.com/business/jp-morgan-says-weaker-demand-may-cap-gold-gains-near-term-sees-rebound-late-2026-2026-07-03/ JPMorgan Global Research: https://www.jpmorgan.com/insights/global-research/commodities/gold-prices World Gold Council: https://www.gold.org/goldhub Business Insider: https://www.businessinsider.com/gold-price-crash-death-cross-worst-quarter-outlook-interest-rates-2026-7I would describe the situation as gold being in a stabilization phase with early positive signs, rather than the uptrend already being confirmed. If gold breaks above the last local resistance and continues to form higher highs and lows, it will be a much stronger signal that the long-term uptrend has started again.
- ·1 päivä sittenWhat do the largest investment banks and commodity analysts expect for the silver price in the second half of 2026, and how might it affect AUAG Silver Bullet (chat gpt): There is significant disagreement among analysts about how high silver will go, but it is interesting that **most still see higher prices than today's level**. However, there is considerable uncertainty about how strong the increase will be. ([jpmorgan.com][1]) Here is a summary of the main views: | Player | View on H2 2026 | | ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **J.P. Morgan** | Still among the most optimistic. They expect an average around **81 USD/oz in 2026**, with higher prices towards the end of the year. ([jpmorgan.com][1]) | | **Bank of America** | Still a positive view, with expectations of prices around the mid-80s USD/oz. ([sbcgold.com][2]) | | **UBS** | Have become more cautious. They believe the supply deficit will be smaller than previously assumed and therefore expect more sideways development than a new explosive rally. ([kitco.com][3]) | | **HSBC** | Positive in the long term, but believe the second half of the year may be more moderate because supply increases and industrial demand decreases somewhat at high prices. ([finance.yahoo.com][4]) | ### What does this mean for AUAG Silver Bullet? For your fund, it is important to remember that mining companies usually move **more than the silver price**. A simplified example: * If silver rises **10 %**, many silver mining companies can rise **20–40 %**, because earnings increase more than the metal price itself. * If silver, on the other hand, falls **10 %**, mining stocks can fall **20–40 %** or more. This is why AUAG Silver Bullet can provide very high returns in a strong silver cycle, but also experience large fluctuations. ### What makes me cautiously optimistic right now There are several factors pointing in the right direction: * Silver has ended a period of weak performance and has risen in recent trading days. ([wsj.com][5]) * Weaker US macroeconomic data has increased expectations of a more supportive monetary policy, which often benefits precious metals. ([wsj.com][5]) * Several banks still believe that today's silver price is below their expected average for the rest of the year. ([jpmorgan.com][1]) At the same time, the risk is still present. If the US economy becomes stronger than expected, the dollar strengthens, or interest rate expectations rise again, silver could experience a new correction. This is precisely why the forecasts vary so much. Considering the conversations we've had previously about AUAG Silver Bullet, I believe the most important factor in the coming months will be **whether silver manages to establish itself in a lasting uptrend**. If that happens, the fund could receive a significant boost because many of the companies in the portfolio are still priced far below the peaks they reached when silver was strongest. It is also worth noting that mining stocks have not yet fully recovered the gains many analysts expect in the silver price. If silver continues to rise and investors once again turn to the mining sector, funds like AUAG Silver Bullet could see relatively strong development compared to the silver metal itself. [1]: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices?utm_source=chatgpt.com "How Will Silver Prices Fare in 2026? I J.P. Morgan Global Research" [2]: https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/?utm_source=chatgpt.com "Silver Price Forecasts 2026 | Scottsdale Bullion & Coin" [3]: https://www.kitco.com/news/article/2026-05-14/silver-price-outlooks-chopped-supply-deficit-forecasted-narrow-dramatically?utm_source=chatgpt.com "Silver price outlooks chopped as supply deficit forecasted to narrow dramatically in 2026 - UBS | Kitco News" [4]: https://finance.yahoo.com/markets/commodities/articles/hsbc-raises-silver-forecasts-2026-113000675.html?utm_source=chatgpt.com "HSBC Raises Silver Forecasts for 2026 and 2027 but Warns Upside May Be Limited" [5]: https://www.wsj.com/finance/commodities-futures/gold-gains-helped-by-central-banker-commentary-economic-data-464c9622?utm_source=chatgpt.com "Comex Gold Ends the Week 0.81% Higher at $4112.70"When you post such AI generated texts, it is an advantage to clean up the text a bit.
- ·2 päivää sittenAccording to estimates, the fund is up around 3-4% today.It probably depends on when the US stock market is closed today but it would have been nice with a few weeks in green….
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%



