Investing in Innovation Without the Drama:​

Meet the Grandfather of Innovation Funds

When we launched the Global Innovators Fund 23 years ago, we recognized that while innovative companies can outperform, they often trade at a premium. Recognizing that the price you pay can be as important as the stocks you buy, we sought a process that identified not just innovative companies, but innovative companies trading at reasonable prices.

Our results speak for themselves…see the performance table below.

Quarterly Performance as of 12/31/2021

YTD

1 Year

3 Years

5 Years

10 Years

Global Innovators Fund, Investor Class (IWIRX)

21.52%

21.52%

31.36%

20.51%

18.13%

Global Innovators Fund, Institutional Class (GINNX)

21.86%

21.86%

31.69%

20.81%

18.31%

MSCI World NR

21.82%

21.82%

21.68%

15.02%

12.69%

 

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Total returns reflect a fee waiver in effect and in the absence of this waiver, the total returns would be lower.

IWIRX Expense Ratio: 1.24%

GINNX Expense Ratio: 0.99% (net) | 1.07% (gross)

Performance data shown for Global Innovators, Institutional Class (GINNX), prior to its launch date on 12/31/15, uses performance data from the Global Innovators, Investor Class (IWIRX).  

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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