I'd put more in now but it already exceeds 20% of my portfolio...

I'd put more in now but it already exceeds 20% of my portfolio and Mercer wont allow me to invest more due to it being a super account and having certain restriction. Today's rise to me to 109% gains. Very happy to have this in my portfolio for at least another 24 months. Who knows when this resource cycle is going to end. China is still increasing output due to it's own people wanting to buy things, and we also have Vietnam, Indonesia who are rapidly growing. If india gets it's shi!t together and lifts it's people out of poverty then you've got another massive driver of growth. There is no shortage of countries willing to lift their people out of poverty and thus increase the demand for resources.