About GAAEX
The Guinness Atkinson Alternative Energy Fund is a mutual fund focused on long-term capital appreciation by investing in publicly traded equity securities of alternative energy and energy technology companies. Its portfolio encompasses firms that explore, produce, and support renewable energy solutions such as solar, wind, hydroelectric, geothermal, biomass, and biofuels, as well as companies advancing electrification and energy efficiency technologies. The fund maintains a diversified global approach, with significant exposure to the United States and substantial allocations in European and Asian markets. Sector allocations emphasize electrification, renewable energy generation, equipment manufacturing, and energy efficiency. The fund typically invests at least 80% of its assets in the alternative energy space, targeting companies with market capitalizations above $500 million. Managed by Guinness Atkinson, the fund plays a notable role for investors seeking participation in the ongoing transition from fossil fuels to sustainable energy sources, reflecting broader shifts in energy consumption, technology innovation, and environmental awareness worldwide.
Fund Family Guinness Atkinson
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GAAEX
Index MSCI World NR USD
GAAEX had a total return of 2.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been -2.42%.
