Guinness Global Innovators Y Acc GBP

Ranked 671 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ian Mortimer

Ian Mortimer is a portfolio manager at Guinness Asset Management where he runs equity funds with a value investment style. He joined Guinness in 2006. Ian holds a BA and a Master's from University College London and a PhD from Oxford University, and is a CFA Charterholder. He was born in Northampton and is now based in London and away from the office he enjoys football, music and cycling.

Matthew Page

Matthew Page was born in Tunbridge Wells, Kent in 1981 and graduated from New College, Oxford University with a degree in physics. He started his career at Goldman Sachs in 2004 and in 2005 he joined Guinness Asset Management where he is currently a fund manager. Matthew holds the Investment Management Certificate and is a Chartered Financial Analyst. He has been managing funds since 2006 and outside of work he enjoys music and walking.

Objective

The investment objective of the Fund is to provide investors with long-term capital appreciation. In seeking to achieve its investment objective the Fund intends to invest primarily in a portfolio of global equities. The Fund seeks long-term capital appreciation through investment in companies that the Investment Manager deems to have innovation at the core of their business, i.e. companies which create or embrace new technology, ideas and processes in order to drive their growth. The equity or equity related securities in which the Fund may invest include common stocks, preferred stocks, securities convertible into common stocks, rights and warrants.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019
  • Rank 671/756 Total Return
  • Rank 743/756 Standard Deviation
  • Rank 709/756 Max Drawdown
Fund Name Currency Risk
741 VanEck - Global Hard Assets UCITS USD R1 Acc GBP

19.4

742 BELFUND SICAV-Belinvest Equity-A USD GBP

19.6

743 Guinness Global Innovators Y Acc GBP GBP

19.6

744 Protea Fund - Systematic Equity Fund EUR Cap GBP

19.7

745 U Access (IRL) Nexthera UCITS C GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

20.2

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.1%
2018 -11.9% -2.3% 5.3% 0.4% -14.7%
2017 22.0% 7.6% 2.4% 5.1% 5.4%
2016 27.7% 1.5% 4.9% 11.9% 7.2%
2015 2.0% 5.8% -6.9% -6.5% 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Ireland
  3. Luxembourg
  4. Sweden
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date30/10/2014
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN IE00BQXX3K83

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).