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Guinness Global Innovators Fund

The Guinness Global Innovators Fund is designed to provide investors with exposure to companies benefiting from innovations in technology, communication, globalisation or innovative management strategies. The Fund is managed for capital growth, and holds a concentrated portfolio of large and medium-sized companies in any industry and in almost any region.

Launched in 2014, the Fund is a UCITS version of their global equity strategy as successfully applied to a mutual fund for US investors since 2003. 

They invest in companies they believe can create value through original thinking. There are many forms of innovation, not just disruptive products from scientific and technological advances. They believe innovation is the intelligent application of ideas and can be found in virtually all industries and at different stages in the company lifecycle. Companies in more mature industries can make improvements in existing products to boost sales and customer loyalty; or they can apply smarter management and improved processes for faster and more efficient product delivery.

GAM believe innovative companies that develop competitive strengths (and maintain good capital discipline) will deliver the key factors behind superior shareholder returns:

  • Higher than average return on investment
  • Persistent growth over a business cycle 

They maintain a high conviction portfolio of around 30 equally-weighted stocks, with low turnover and no benchmark-driven constraints on sector or regional weightings.

For more information on how this can become part of your portfolio, please Contact Me.