Be Advised, Your Adviser cannot read charts.
A quick scan at the fundsdata site will show where the performance is and is not. The future is typically a rose-coloured guess for those in the advisory "industry".
Resources are supposed to be getting hit by the virus lockdown in China. However, lower prices will encourage stockpiling, so maybe the hit will be a gentle pat. The affected amount of the related market is a minimal portion at this stage.
The Old Mutual Gold Fund has benefited as expected from the arrival and progress of Primary wave . (see chart below). However, it is no longer included on the fundsdata site.
Tables of data are very useful. Charts of price are the most informative if you can read them.
Financial advisers cannot read charts because they have no idea and would fear they might get it wrong. The advisory industry norms are to look backwards and try to figure what happened, then listen to others who guessed right about what to do once or twice. Clunk Clonk. And they expect a nice monthly fee for doing this about once per year, if that, even if they are totally wrong.
This chart of the Gold Fund is in tune with the Gold Miners Index. It shows how extreme the volatility is in this sector and for the wave counting people it tells where we are probably going. The up legs tend to be more predictable.
If Primary wave  is to be typical at 1.62 of Primary  then it should be extending the Intermediate wave (3). Hence the tentative labels for (3) and (4).
Observation on a regular basis is essential. Not once a year. You either want to benefit from the exercise or else you are being careless. Being careless in volatile markets will cost you big time.
Most fund operators will have a charting tool on their website. That is where the above chart was created. If they don't then I am displeased. The individual does not want to be made to subscribe to some 3rd party service in order to obtain the chart facility. Especially not when they will be paying a pile of fees for all the gambles they will have to take and for which they get very little in return.