Surging global energy demand. A finite supply of fossil fuels that’s increasingly costly to obtain – both in terms of expense and the environment. With powerful drivers like these, we think an alternative energy revolution is underway.

Now you can participate in the global shift to alternative energy and renewable energy by investing in companies that explore, harness and store solar, wind, hydroelectric, tidal wave, geothermal, biomass and biofuel energy. Our Alternative Energy Fund also invests in companies that develop technology for conserving or enabling more efficient energy use.

Alternative Energy Fund through 03/31/2014
Avg. Annualized
Total Return
Calendar YTD1 Year3 Years5 Years10 YearsSince
Inception
Monthly through
03/31/2014
5.76%62.31%-11.07%-0.71%n/a-11.23%
Quarterly through
03/31/2014
5.76%62.31%-11.07%-0.71%n/a-11.23%
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Total returns reflect a fee waiver in effect and in the absence of this waiver, the total returns would be lower. Performance data does not reflect the 2% redemption fee for shares held less than 30 days and if deducted the fee would reduce the performance quoted.

Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.

FUND HOLDINGS (as of 03/31/2014)
1. China Singyes Solar Technology Holdings Ltd.5.07%
2.Mytrah Energy Ltd.4.48%
3.Acciona SA4.21%
4.EDP Renovaveis SA4.06%
5.Theolia SA4.03%
6.Vestas Wind Systems A/S3.97%
7. Enel Green Energy Holding Co. Ltd.3.92%
8.Boralex Inc.3.92%
9. Good Energy Group PLC3.82%
10.Ormat Technologies Inc.3.78%
TOP INDUSTRY SECTORS (as of 03/31/2014)
Wind55.81%
Solar22.78%
Geothermal6.65%
Hydro6.52%
Efficiency6.35%
Biofuels1.91%
GEOGRAPHIC WEIGHT (as of 03/31/2014)
China24.29%
United States12.87%
Spain11.57%
Canada10.66%
Denmark7.75%
Hong Kong5.07%
India4.48%
France4.03%
Italy3.92%
UK3.82%
Edward Guinness
Fund Co-Manager

“I can see the potential for 10 to 20 years of strong growth across the renewable energy industry. Energy supply may be the most pressing issue facing the planet today.“

It’s important to Edward Guinness to be part of a company that sets itself apart by thinking creatively. Edward manages our Alternative Energy Fund, which provides one of the best opportunities for the company to leverage its creative mindset. Increase in global energy supply is essential for continued improvements to living…

Read more of Edward Guinness's background >

“I can see the potential for 10 to 20 years of strong growth across the renewable energy industry. Energy supply may be the most pressing issue facing the planet today.“
Edward Guinness Fund Co-Manager

It’s important to Edward Guinness to be part of a company that sets itself apart by thinking creatively. Edward manages our Alternative Energy Fund, which provides one of the best opportunities for the company to leverage its creative mindset.

Increase in global energy supply is essential for continued improvements to living standards throughout the world.  And with the prospect of electric vehicles, we expect electricity consumption in 20 years to be considerably higher than forecast today by the International Energy Agency, as historic demand forecasts have usually proved to be conservative.

Edward watches market trends unblinkingly, paying particular attention to new developments, resource shifts and innovations relating to alternative as well as mainstream energy. His experience and insight in identifying trends and his ability to combine forward thinking with traditional values such as hard work and discipline make him a good match for this fund.

Trend not to be overlooked: Growth in global electricity demand.

Edward's Funds:
Alternative Energy Fund >
Quick Stats


2006 
 Joined Guinness Atkinson in January and became co-manager of the Alternative Energy Fund since its March 2006 inception

2003  Worked as merger arbitrage analyst for the Arbitrage Associates Fund at the Tiedemann Investment Group in New York

1998  Joined HSBC Investment Bank, where he worked in the Corporate Finance Department in the Energy & Utilities Team and in the Telecoms & Technology Team

1998  Graduated from Cambridge University with a Masters degree in Engineering and Management Studies