Across the globe and in every industry, companies are finding success through innovating. Innovation can take place through new products, smarter business models, more efficient processes, or elsewhere. Innovation drives growth, competitiveness, and long-term value creation. Businesses that adapt and evolve are often better positioned to capture opportunity and withstand disruption, making innovation a powerful theme for investors.
Investors seeking long-term capital appreciation by owning companies that consistently demonstrate original thinking and adaptability should consider the Global Innovators Fund as a way to gain exposure to innovation worldwide.
Performance data quoted represents past performance and does not guarantee future results. Investment returns 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 may be lower or higher than the performance quoted. Performance data for the most recent month-end is available above.
Fund holdings ans sector allocations are subject to change.
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).
The Advisor has contractually agreed to reimburse expenses (excluding Acquired Fund Fees and Expenses, interest, taxes, dividends on short positions and extraordinary expenses) in order to limit the Fund’s Total Annual Operating Expenses to 1.24% or 0.99% through June 30, 2029. To the extent that the Advisor absorbs expenses to satisfy this cap, it may recoup a portion or all of such amounts absorbed at any time within three fiscal years after the fiscal year in which such amounts were absorbed, subject to the expense cap in place at the time recoupment is sought, which cannot exceed the expense cap at the time of waiver. The expense limitation agreement may be terminated by the Board of the Fund at any time without penalty upon 60 days’ notice.
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Note: Please do not send personal information via email. Direct any transaction requests or address changes to shareholder services at (866) 307 – 5990. By checking the box above you agree to subscribe to the Guinness Atkinson Funds email list. Guinness Atkinson Funds is committed to protecting your privacy. We use your registration information to customize and deliver additional resources via email and mail, including Guinness Atkinson Funds newsletters and product fact sheets. If you don’t want to receive mail or email from us, simply leave the box at the bottom of this page unchecked. To learn more about how we handle your personal information, read our Privacy Policy.
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