Global Innovators Fund is the Leading Global Multi-Cap Growth Fund

October 2014

Woodland Hills, CA, January, 2015 – Guinness Atkinson Asset Management is pleased to announce that the Guinness Atkinson Global Innovators Fund (IWIRX) is the #1 Global Multi-Cap Growth Fund across all commonly used time periods (1, 3, 5 & 10 years) for the quarter ending 12/31/14, based on Fund total returns.

 Lipper rankings for global multi-cap growth equity category

Time Period (as of December 31, 2014) Rank
One Year 1 of 500
Three Year 1 of 466
Five Year 1 of 399
10 Year 1 of 278


The Fund, which is co-managed by Dr. Ian Mortimer, CFA and Matthew Page, CFA, has a distinct view and approach to investing in innovation. Often confused with technology, the Fund finds innovation across the spectrum of industries and views innovation more as a philosophy and way of conducting business. Academic research supports Guinness Atkinson’s view that innovative companies can outperform. Innovation Matters, a recent whitepaper written by the co-managers, shares this research and explores what is innovation, its role in successful companies and how Guinness Atkinson identifies innovators for the Global Innovators Fund.

“We are pleased to see that our team’s long-term and rigorous investment approach resulted in this excellent and consistent ranking within the  Lipper universe,” said Tim Guinness, founder and chief investment officer of Guinness Atkinson Asset Management. “We have long believed that innovation and creativity are key to  growth and profitability, and we are happy to see that our disciplined focus on identifying and investing in innovative companies has helped the fund to outperform other funds  that invest across similar geographies and market capitalizations.”

Guinness Atkinson Funds are based on several core investment themes that seek to capitalize on the rapid changes in the global landscape, with a particular focus on human progress and how it can reshape the global economy. Innovation, and the role it plays in creating business leaders throughout the world and across all industries, has been at the heart of the transforming growth in the global economy over the last two hundred years.The Global Innovators Fund seeks long-term capital appreciation through focused investment in companies that are positioned to benefit from innovations in areas such as technology, management and communication. For more information about the Guinness Atkinson Global Innovators Fund, including recent performance and holdings, visit the Fund webpage or download the fact sheet.

In addition to the Global Innovators Fund, Guinness Atkinson also offers an Alternative Energy Fund and a Global Energy Fund that invest in companies that could benefit from the growing global demand for energy. The firm also manages several Asia-focused strategies and a dividend strategy that is based on thorough analysis that looks at more than just the highest dividend yield.


About Guinness Atkinson

Guinness Atkinson Funds are designed to help investors capitalize on the profound rate of innovation and change that characterize the 21st century, including long term global trends such as the traditional and alternative energy sources that fuel economic development, the development of emerging Asian markets, and the continually transforming corporate landscape. Optimistic about these global trends, Guinness Atkinson invests in human progress.


Past performance does not guarantee future results. Visit for fund performance.

The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information and can be obtained by calling 800-915-6565 or visiting Read and consider it carefully before investing.

Lipper Analytical Services, Inc. is an independent mutual fund research and rating service. Each Lipper average represents a universe of Funds with similar investment objectives. Rankings for the periods shown are based on Fund total returns with dividends and distributions reinvested and do not reflect sales charges.


Mutual fund investing involves risk. Principal loss is possible. The Fund invests in foreign securities which will involve political, economic and currency risks, greater volatility, and differences in accounting methods. The Fund is non-diversified meaning its assets may be concentrated in fewer individual holdings than diversified funds. Therefore, the Fund is more exposed to individual stock volatility than diversified funds. The Fund also invests in smaller companies, which will involve additional risks such as limited liquidity and greater volatility



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