January 25, 2017
During the 4th Quarter Webcast, Portfolio Managers Dr. Ian Mortimer and Mr. Matthew Page discussed:
The Dividend Builder Fund rising 6.80% in 2016 vs. the MSCI World Index, which was up 8.18%. See full Fund and benchmark performance figures in the
. Q4 2016 Dividend Builders Fact Sheet Changes to the portfolio
The top 5 and bottom 5 performing stocks during the quarter
Attractive valuation opportunities in the Healthcare, Industrial and IT sectors
Click here for a PDF version of the webcast presentation slides.
Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice.
Click Here to view Fund holdings.
Click Here for the prospectus
Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.
For Registered Investment Professional Use Only
© Guinness Atkinson Funds 1993-2022. All rights reserved.
Guinness Atkinson Funds are offered to U.S. investors only. Shares of the Funds are currently offered only in the United States and are not available for sale in any jurisdiction other than the United States. The information on this website should not be considered a solicitation to buy or an offer to sell shares of the Guinness Atkinson Funds in any jurisdiction where it would be unlawful under the securities law of that jurisdiction. While the Funds are no-load, management fees and other expenses still apply. Please refer to the
prospectus for further details. Mutual fund investing involves risk. Principal loss is possible.
Investments in foreign securities involve greater volatility, political, economic and currency risks and differences in accounting methods. These risks are greater for emerging markets countries. Non-diversified funds concentrate assets in fewer holdings than diversified funds. Therefore, non-diversified funds are more exposed to individual stock volatility than diversified funds. Investments in debt securities typically decrease in value when interest rates rise, which can be greater for longer-term debt securities. Investments in derivatives involve risks different from, and in certain cases, greater than the risks presented by traditional investments. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility. Funds concentrated in a specific sector or geographic region may be subject to more volatility than a more diversified investment. Investments focused in a single geographic region may be exposed to greater risk than investments diversified among various geographies. Investments focused on the energy sector may be exposed to greater risk than an investments diversified among various sectors.
Click here for Index Definitions and Key Terms. Distributed by Foreside Fund Services, LLC.
Though our funds are available only to U.S. persons, our locations span the globe, giving us the opportunity to keep a finger on the pulse of worldwide innovation and progress.
251 South Lake Avenue
Pasadena, CA 91101
18 Smith Square
London, SW1P 3HZ