Global Innovators Fund Archive Archive

Guinness Global Innovators Fund Archive Reports

Nov '18

Monthly update

Sep '18

Monthly update

Aug '18

Monthly update

Jul '18

Monthly update

Jun '18

Monthly update

May '18

Monthly update

Mar '18

March update

Dec '17

December update

Sep '17

Monthly update


Feb '18

The IT sector in 2018 – growth driver, or expensive and overhyped?

Matthew Page and Ian Mortimer take look at the IT sector over 2018

Sep '17

Some thoughts on equally-weighted portfolios
Matthew Page explores the reasons behind running a concentrated, equally-weighted portfolio.

Nov '16

Implications of the US election result Ian Mortimer and Matthew Page discuss the consequence of the US election results.

Feb '16

2015 performance & portfolio review Ian Mortimer & Matthew Page discuss how the portfolio performed in 2015

Oct '14

Innovation matters
Ian Mortimer explains the importance of innovation in the success of companies and explores some examples.

Nov '12

To meet or not to meet
Matthew Page discusses the merits of meeting company management


Dec '18

The best and worst global funds for risk-adjusted returns over 10yrs
FE Trustnet breaks down the best and worst global funds for risk-adjusted returns over the past decade using the Sharpe ratio measure.

Apr '18

The New York Times: Focusing on a Manager’s Best Stock Ideas May Not Be a Good Idea
Conrad de Aenlle look at the benefits of using a concentrated portfolio

Apr '18

Fund update from Mutual Fund Observer: Guinness Global Innovators
Mutual Fund Observer’s David Snowball gives his verdict on the Guinness Global Innovators strategy

Feb '15

US fund drums up interest over here
Jeff Prestridge of the Financial Mail on Sunday profiles a new fund from Guinness that builds on the success of an identical fund in the US.>

Oct '14

Fund launch: Global Innovators
Guinness launches its top-performing global growth strategy in a fund for UK and European investors

Oct '14

“Best performing global fund in the US” made available to UK investors
Trustnet editor Joshua Ausden highlights the very strong numbers behind Guinness’s new global equity fund.