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.
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