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White papers and insights

Global Innovators Fund | By Dr Ian Mortimer and Matthew Page | 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.

Global Equity Income Fund | By Global Team | Apr '20

Why Dividends (Still) Matter 
Back in 2012, Dr Ian Mortimer and Matthew Page wrote a paper discussing the benefits of investing in dividend-paying companies, and why these income streams are particularly favourable during periods of market distress. In light of the current market turmoil brought about by COVID-19, and the potential impact on dividend payments currently under discussion, they felt now was a good time to revisit this paper. The data sets have been updated, but the conclusions remain the same.

Global Equity Income Fund | By Matthew Page | Apr '20

Physics Envy 
Matthew Page investigates the “science” of economic modelling.

Global Energy Fund | Apr '20

Initial thoughts from April 2020 OPEC+ deal
Will Riley, CA and Jonathan Waghorn – co-managers of the Guinness Global Energy Fund – give their thoughts on OPEC+’ recent confirmation of a deal to cut their production by 9.7m b/day, relative to their ‘baseline’ production level of October 2018.

Emerging Markets Equity Income Fund | Oct '18

Not all Emerging Markets are created equal

The Guinness Emerging Markets equities team take a deeper look at Emerging Markets, both in comparison to Developed Markets and as a region with considerable variety.

Press

Global Innovators Fund | FundCalibre | 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.

Emerging Markets Equity Income Fund | FundCalibre | Jun '20

Finding income in emerging markets
Edmund Harris – co-manager of the Guinness Emerging Markets Equity Income Fund – features in the latest episode of FundCalibre’s podcast, ‘Investing on the go’, with Sam Slator. In it, Edmund discusses: the income opportunities within EM, why EM dividends are facing fewer regulatory constraints, and the possibility that Europe could be the dark horse of 2020.

Global Equity Income Fund | The Daily Telegraph | May '20

£1bn investors: ‘We haven’t suffered a single dividend cut so far in the Covid crash’
Guinness Global Equity Income fund managers Ian Mortimer and Matt Page talk income investing during a pandemic.

Global Equity Income Fund | Money Observer | May '20

How one income fund has managed to dodge all the dividend cuts
Tom Bailey writes on the Guinness Global Equity Income Fund: the fund that has not seen a single dividend suspension or cut among its holdings so far.

Sustainable Energy Fund | Investment Week | Apr '20

Covid-19 is ‘bump in the road’ for sustainable energy sector
Jonathan Waghorn – co-manager of the Guinness Sustainable Energy Fund – details why he believes Covid-19 should prove to be just a bump in the road for the sustainable energy sector, as well as why a number of companies associated with the sector currently present very good investment opportunities.

News

| Oct '14

Press Release – Guinness Funds on more European platforms
Guinness’s Funds have now been made available on a further four major European fund distribution platforms, including UBS Fondcenter, Allfunds, Swisscanto and Credit Suisse Fund Lab.

Global Equity Income Fund | Feb '14

Best Equity Global Income Fund – Lipper Fund Awards (Switzerland)
Guinness Global Equity Income Fund is named Best Fund over 3 Years in the Equity Global Income Sector at the Lipper Fund Awards in Switzerland.

Global Money Managers Fund | Feb '14

Best Equity Banks & Financials Fund – Lipper Fund Awards (Switzerland) Guinness Global Money Managers Fund is named Best Fund over 3 Years in the Equity Banks & Other Financials Sector at the Lipper Fund Awards in Switzerland.

Global Equity Income Fund | Dec '13

Global Equity Income Fund reaches $75 million
Up from $26m at the start of 2013, the Fund has passed the $75m mark just as it approaches 3 years old (Dec. 2013).

Global Energy Fund | Nov '13

Best Commodity Fund – Investment Europe Awards 2013-14
Guinness Global Energy Fund is named Best Commodity Fund at the Investment Europe Fund Manager of the Year Awards 2013-14.

Webcasts

Global Equity Income Fund | Jul '20

Global Equity Income – Covering Q2 2020

Global Innovators Fund | Jul '20

Global Innovators – Covering Q2 2020

Sustainable Energy Fund | Jul '20

Sustainable Energy – Covering Q2 2020

Latest investment reports

Global Equity Income Fund | Sep '20

Monthly update

Global Energy Fund | Sep '20

Monthly update

Sustainable Energy Fund | Sep '20

Monthly update

Global Money Managers Fund | Aug '20

Monthly update

Best of China Fund | Aug '20

Monthly update