During the Global Innovators Fund 4th Quarter Webcast, Portfolio Managers Dr. Ian Mortimer and Mr. Matthew Page discussed:
The Global Innovators Fund outperforming its benchmark rising 2.24% in the institutional share class, vs. the MSCI World Index, which was up 1.99% during the quarter. See full Fund and benchmark figures in the Q4 2016 Fact Sheet.
Eight changes made to the portfolio during the quarter
The top 5 and bottom 5 performing stocks
On a PE basis, the portfolio is trading at a discount to broader market with an expected earnings growth of 9%
Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.
Price to Earnings Ratio (P/E) is a valuation ratio of a company’s current share price compared to its per-share earnings.
For Registered Investment Professional Use Only
Our website uses cookies to provide you the best, most relevant experience and personalized services, both on the GA Funds website and through other media. For more information please see our Privacy Policy. Accept Cookies