About GINNX
The Guinness Atkinson Global Innovators Fund Institutional Class is an actively managed mutual fund with a primary focus on global large-cap growth stocks. Its investment strategy centers on identifying and investing in companies distinguished by their innovative approach to technology, communication, globalism, and management. The fund holds a concentrated portfolio, with significant allocations to the semiconductor, software, and diversified technology sectors, reflecting a strong emphasis on innovation-driven industries. Approximately 70% of assets are invested in U.S. companies, with meaningful exposure to developed markets such as Germany, China, Britain, and Taiwan.
The fund’s top holdings include industry leaders in technology and industrials, such as KLA Corp, Amphenol Corp, Applied Materials, Lam Research, and Microsoft, as well as prominent names in communication services and consumer sectors like Meta Platforms and Netflix. Guided by a disciplined process of idea generation, detailed analysis, and ongoing monitoring, the fund aims for long-term capital appreciation by targeting businesses with sustainable competitive advantages rooted in original thinking. The Institutional Class structure offers a lower expense ratio, catering to larger investors seeking access to a portfolio of innovative global companies.
Fund Family Guinness Atkinson
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GINNX
Share Class - Institutional Class
Index MSCI World TR USD
GINNX had a total return of 18.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.75%.
