January 24, 2017


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%


Click here for a PDF version of the webcast presentation slides.

Click here for the prospectus 

Click here to view fund holdings.

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.

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