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Guinness Alternative Energy B

Ranked 15 out of 24 in - Energy over 12 months
All calculations are in GBP unless stated

Managed by

Edward Guinness

Edward Guinness was born in London in 1976 and graduated from Cambridge University with a degree in engineering and management studies. He started his career in 1998 at HSBC Investment Bank where he was an associate in the corporate finance division. Edward joined Tiedemann Investment Group in 2003 where he was an analyst and in 2006 he joined Guinness Asset Mananagment where he is currently a fund manager. Edward holds the Investment Management Certificate (IMC). Outside of work he enjoys shooting, rugby, bridge, skiing, walking and the cinema and theatre.

Objective

The investment objective of the Fund is to provide investors with long-term capital appreciation. The Fund intends to invest at least 80% of its net assets in equity securities of globally based companies involved in alternative energy or energy technology sectors. Alternative energy includes, but is not limited to energy derived from such sources as solar or wind power, hydro-electricity, tidal flow, wave movements, geothermal heat, biomass or biofuels. Energy technology includes technologies that enable these sources to be trapped and also various manners of storage and transportation of energy.

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.9%
2018 -10.9% -3.9% 1.5% -0.7% -8.0%
2017 9.8% 3.9% 0.4% 4.2% 1.0%
2016 0.9% -4.0% 1.8% 7.0% -3.5%
2015 -7.0% 8.0% -7.1% -17.1% 11.9%
2014 -6.6% 5.8% 2.8% -3.8% -10.7%
2013 67.6% 14.9% 23.7% 21.3% -2.8%
2012 -17.0% 2.5% -17.7% -4.5% 3.1%
2011 -41.5% 15.8% -17.6% -35.8% -4.4%
2010 -19.0% -4.0% -21.2% 14.9% -6.7%
2009 23.4% -9.1% 17.9% 11.4% 3.4%
2008 -54.8% -17.1% -1.6% -24.9% -26.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
JinkoSolar Holding Co Ltd DR 4.38%
Canadian Solar Inc ORD 4.08%
Xinyi Solar Holdings Ltd ORD 4.04%
LG Chem Ltd ORD 3.91%
Kingspan Group PLC ORD 3.83%
SunPower Corp ORD 3.80%
Daqo New Energy Corp DR 3.79%
Cosan SA Industria e Comercio ORD 3.67%
Concord New Energy Group Ltd ORD 3.67%
Sensata Technologies Holding PLC ORD 3.65%
28/02/2019

Registered For Sale In

  1. Austria
  2. Finland
  3. Ireland
  4. Luxembourg
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date19/12/2007
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN IE00B2PGVK34

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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