Lowell Resources Fund lifts NAV on strong resources gains and portfolio expansion

Lowell Resources Fund ( (AU:LRT) ) just unveiled an update.

Lowell Resources Fund reported a strong January 2026, with estimated net asset value rising to about A$129.3 million from A$118.5 million in December, and NAV per unit climbing 8.9% to $3.1103 following a robust December gain. The ASX-listed units closed the month at $2.80, implying a discount to NAV, while the fund’s performance was buoyed by a 140% share price surge in portfolio holding Kingfisher Metals after a significant copper-gold porphyry discovery in British Columbia.

During January, the fund actively repositioned its portfolio, adding to gold exposure via Auravelle Metals, increasing energy holdings through Equus Energy, and expanding its base metals positions in several copper explorers along with a new lithium investment in Pursuit Minerals. With more than half of its exposure in gold and meaningful allocations to copper and other critical minerals, the fund continues to align its strategy with metals linked to long-term demand themes, potentially enhancing its appeal to investors seeking leveraged resource-sector growth.

The most recent analyst rating on (AU:LRT) stock is a Buy with a A$3.00 price target. To see the full list of analyst forecasts on Lowell Resources Fund stock, see the AU:LRT Stock Forecast page.

More about Lowell Resources Fund

Lowell Resources Fund, listed on the ASX under the ticker LRT, is an investment fund focused on the resources sector, with significant exposure to gold, platinum group metals, copper, and other base and battery metals. Managed by Lowell Resources Funds Management Ltd, the fund targets early to mid-stage explorers and producers across precious metals, energy, and emerging resource commodities, primarily in Australia and international mining regions.

Average Trading Volume: 46,235

Technical Sentiment Signal: Strong Buy

See more data about LRT stock on TipRanks’ Stock Analysis page.