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GUINNESS GLOBAL THEMATIC EQUITY C GBP - Fund overview

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Overview of GUINNESS GLOBAL THEMATIC EQUITY C GBP

The fund seeks long term capital appreciation through investment in listed equities that provide exposure to selected global themes. A theme is an economic or business trend which Guinness Asset Management expects will generate above average growth, such as the industrial growth of China or the development of innovative technology. The fund is initially invested in the following themes: Energy, Alternative Energy, China and Hong Kong, Asia, Innovation, Equity Income and Money Managers.

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  Global
Product type  OFFSHORE FUND
Launched  December, 2010
Size  £0m
Yield 0.0%
Charging basis  Income
Dividends paid  –
Bid price 756.72p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.99%
Reduction in yield (10yr) 1.99%

Bestinvest says


No information available.

Portfolio

guinness global thematic equity c gbp asset allocation illustration
Allocation Proportion
Equity 94%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 6%
guinness global thematic equity c gbp equity geographic illustration
Allocation Proportion
UK 14%
Europe 5%
Nth America 51%
Japan
Pacific 30%
Other Equity
guinness global thematic equity c gbp equity capitalisation illustration
Allocation Proportion
Large Caps 66%
Mid Caps 16%
Small Caps 18%

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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