Global Innovators Fund Archive Archive

Guinness Global Innovators Fund Archive Reports

Mar '21

Monthly Update

Feb '21

Monthly Update

Dec '20

Monthly Update

Nov '20

Monthly Update

Sep '20

Monthly update

Aug '20

Monthly update

Jun '20

Monthly update

May '20

Monthly update

Apr '20

Monthly update

Nov '19

Monthly update

Sep '19

Monthly update

Aug '19

Monthly update

Jun '19

Monthly update

May '19

Monthly update

Mar '19

Monthly update

Feb '19

Monthly update

Dec '18

Monthly update

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

Insights

Sep '20

Guinness Global Innovators – Opportunities in Innovation 
In their recently published paper, co-managers of the Guinness Global Innovators Fund Dr Ian Mortimer and Matthew Page examine the nine core innovation themes – along with their respective constituent sub-themes – that they believe present the most exciting long-term investment opportunities.

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

Press

Dec '20

Guinness Global Innovators Fund: With a 139% return over five years, the fund looks to the future to back winning companies
Jeff Prestridge takes a look at Guinness Global Innovators for This is Money – the Fund that has delivered a 139% total return over 5 years by investing in winning companies set to benefit from nine core innovation themes.

Oct '20

Best in Class: Guinness Global Innovators
Darius McDermott takes a look at the Guinness Global Innovators Fund for FT Adviser, and explains why the fund’s investment philosophy, process, and performance warrant the Best in Class designation – especially at a time when the secular trends that underpin its universe are accelerating faster than ever.

Aug '20

Investing in global innovators
Dr Ian Mortimer and Matthew Page – co-managers of Guinness Global Innovators – recently sat down with FundCalibre to discuss their newly Elite Rated Fund. They walked James Yardley through the nine core innovation themes of the Fund, gave examples of the types of companies they look to include in the portfolio, and explained how the team goes about identifying long-term, sustainable innovation themes, whilst avoiding the fads.

Dec '19

Exclusive Podcast: Ian Mortimer and Matthew Page of Guinness AM on Global Innovators
Ian Mortimer and Matthew Page, co-managers of the Guinness Global Innovators Fund, discuss their definition of ‘innovators’, where they can be found, the investments providing ongoing value, and the future opportunities they are seeking out.

Jul '19

Just four global equity funds seem to have been consistently driven by outstanding skill
The highly competitive IA Global sector appears to be a very challenging area for active funds to operate in.

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.