Unleashing Global Innovators: Guinness Approach Yields a Whopping 200% Return

Investment fund Guinness Global Innovators makes money for investors by taking stakes in companies involved in cutting-edge technology, such as artificial intelligence, clean energy, robotics, and automation.

Fund managers Matthew Page and Ian Mortimer have been fine-tuning this investment strategy for 14 years. Of the £720 million in assets they manage, over £600 million is invested in the fund.

Since its launch in October 2014, the fund has delivered a 200% return, outperforming the average global investment fund’s profit of 120% and the FTSE World Index’s gain of 170%.

While the investment approach focuses on high-growth and transformative sectors, the portfolio is diversified and not overly reliant on specific holdings. The fund maintains a constant 30 holdings, so when a new company is added, an existing stock is sold.

The fund’s holdings must align with nine pre-identified investment themes and have market capitalizations of at least $1 billion (£807 million). It avoids early-stage growth companies to minimize risk.

The managers strive to maintain equal portfolio stakes in all 30 companies, but strong performance by certain stocks can cause temporary imbalances. For example, US software giant Nvidia currently holds the largest stake at 4.8%, but the managers will trim the position if it reaches 5%.

The fund primarily invests in US-listed companies, with 80% of its assets allocated to American firms. There are no British holdings.

The fund has annual ongoing charges of 0.84%. Page and Mortimer also oversee a global equity income mandate for Guinness Global Investors, which manages over £7 billion in assets.