About IASMX
Guinness Atkinson Asia Focus Fund is an actively managed mutual fund specializing in international equity investment, with a particular emphasis on the Pacific/Asia region excluding Japan. Established in 1995, the fund's core objective is to achieve long-term capital appreciation by investing at least 80% of its net assets in publicly traded equity securities of companies that are economically tied to Asian countries such as China, Hong Kong, Taiwan, South Korea, Singapore, India, and other both developed and emerging markets in the region. Featuring a flexible portfolio structure of typically around 35 equally weighted holdings, the fund can invest across all market capitalizations but generally targets companies with a minimum market cap of $500 million. The portfolio predominantly consists of non-U.S. stocks, with only a modest allocation to domestic equities and cash, and may invest up to 20% in companies outside Asia, primarily in the U.S. or U.K., for diversification. Guinness Atkinson Asia Focus Fund plays a specialized role in the financial market by providing investors with focused exposure to the economic growth and transformative trends unfolding across Asia, making it an important vehicle for those seeking targeted access to some of the world’s most dynamic markets.
Fund Family Guinness Atkinson
Category Pacific/Asia ex-Japan Stk
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol IASMX
Index MSCI AC Far East ex Japan NR USD
IASMX had a total return of 5.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.80%.
