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

https://vimeo.com/204081555/44b1ace037

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

 

 

Two Guinness Atkinson Funds have converted to ETFs: the Asia Pacific Dividend Builder Fund and the Dividend Builder Fund. Click here for more information on the conversions. Click here

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