Morningstar

Guinness Atkinson™ Global Innovators Fund Institutional Class GINNX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Guinness Atkinson Investment Hub

Morningstar’s Analysis GINNX

Will GINNX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GINNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GINNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GINNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

There are some attractive characteristics to this quality growth approach.

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

This strategy, which includes the US-vehicle, Guinness Atkinson Global Innovators, and the Ireland-based UCITS vehicle, Guinness Global Innovators Fund, benefits from a well-executed and disciplined approach, supporting the Process Pillar’s continued Above Average rating. The team’s consistent execution and differentiated mindset underpin the upgrade of the People rating to Above Average. The stable leadership on this strategy’s management team is a positive. Matthew Page and Ian Mortimer have been comanagers here since May 2010 and May 2011, respectively, and were analysts on the strategy before that. Since then, the two have executed well across both this strategy and Guinness Global Equity Income.

by Madeleine Black
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