Guinness Alternative Energy X

Name
Guinness Alternative Energy Fund Class X
Manager
Guinness Asset Management Limited
Type
Open Ended Investment Company
ISIN
IE00B7LWDH14
Sector
LC00000014
Launched
15/02/2012
OCF
1.24 %
Risk Rating
4
3 Year Sharpe
0.32
3 Year Alpha
1.37
Yield
0 %
Benchmark
WilderHill Clean Energy TR USD
The investment objective of the Fund is to provide investors with long-term capital appreciation. In seeking to achieve its investment objective, the Fund intends to invest at least 80% of its net assets in equity securities of globally based companies involved in alternative energy or energy technology sectors. Alternative energy includes, but is not limited to energy derived from such sources as solar or wind power, hydro-electricity, tidal flow, wave movements, geothermal heat, biomass or biofuels.
Holding%
TPI Composites Inc4.32 %
Acuity Brands Inc4.20 %
NIBE Industrier AB B4.11 %
Johnson Controls International PLC4.01 %
Prysmian SpA3.93 %
China Longyuan Power Group Corp Ltd H3.90 %
LG Chem Ltd3.88 %
Sensata Technologies Holding PLC3.87 %
Ormat Technologies Inc3.83 %
Kingspan Group PLC3.80 %
Region%
Asia - Emerging31.63 %
United States27.76 %
Eurozone9.91 %
Europe - ex Euro8.35 %
United Kingdom7.92 %
Asia - Developed7.43 %
Sector%
Technology36.89 %
Utilities23.90 %
Industrials22.83 %
Basic materials12.57 %
Name
Guinness Asset Management Limited
Address
SW1H 9AA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Edward Guinness

Joined 12/19/2007

Edward Guinness is the lead manager of the Alternative Energy Fund (since April 2013) and co-manager (February 2007 to April 2013). He joined Guinness AtkinsonTM in 2006, where he is responsible for managing assets in both the energy and alternative energy sectors. Prior to Guinness AtkinsonTM, Edward worked as an analyst at Tiedemann Investment Group in New York from 2003 to 2006. Prior to that, Mr. Guinness worked in the corporate finance department at HSBC Investment Bank in London between 1998 and 2002. Mr. Guinness has an MA in Engineering and Management Studies from Cambridge. Edward Guinness is the son of Timothy W.N. Guinness.

Data provided by Morningstar.

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