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Dividend Builder Fund Review

January 19, 2016

Portfolio Managers Dr. Ian Mortimer, CFA & Matthew Page, CFA of the Guinness Atkinson Dividend Builder Fund reviewed dividend investing in 2015 and discussed:

  • 2015 Dividends and Fund performance
  • Recent changes to the portfolio and its current positioning
  • Outlook and investment strategies for 2016

Click Here for a larger pdf version of the webcast slides.

30 Day SEC Yield   (as of 12/31/15) Subsidized 3.15% I Unsubsidized 0.93%

 
 
Performance data quoted represents past performance; past performance 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 Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained at https://www.gafunds.com/our-funds/

 

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