Funds
Guinness provides actively managed portfolios in a selection of asset classes and specialist growth themes to assist investors in achieving their investment goals.
Our Funds
We believe in active management. We run concentrated, equally weighted portfolios, with low turnover and a value discipline.
The Guinness Asian Equity Income strategy invests in high-quality dividend-paying companies in the Asia Pacific region.
The Guinness Emerging Markets Equity Income strategy aims to provide investors with capital growth and income by investing in emerging markets worldwide.
The Guinness European Equity Income strategy targets income and capital growth and provides exposure to dividend-paying companies in Europe (excluding UK).
The TB Guinness UK Equity Income strategy is designed to provide income and capital growth by investing in companies that can pay sustainable, growing dividendsThe T
The TB Guinness European Equity Income strategy targets income and capital growth and provides exposure to dividend-paying companies in Europe (excluding UK).
The Guinness Sustainable Energy strategy is managed for capital growth and invests in companies involved in the generation, storage, efficiency and consumption of sustaina
Equity Income Funds
We believe in active management. We run concentrated, equally weighted portfolios, with low turnover and a value discipline.
The Guinness Asian Equity Income strategy invests in high-quality dividend-paying companies in the Asia Pacific region.
The Guinness Emerging Markets Equity Income strategy aims to provide investors with capital growth and income by investing in emerging markets worldwide.
The Guinness European Equity Income strategy targets income and capital growth and provides exposure to dividend-paying companies in Europe (excluding UK).
The TB Guinness UK Equity Income strategy is designed to provide income and capital growth by investing in companies that can pay sustainable, growing dividendsThe T
The TB Guinness European Equity Income strategy targets income and capital growth and provides exposure to dividend-paying companies in Europe (excluding UK).
Sustainable Funds
We believe in active management. We run concentrated, equally weighted portfolios, with low turnover and a value discipline.
The Guinness Sustainable Energy strategy is managed for capital growth and invests in companies involved in the generation, storage, efficiency and consumption of sustaina
The Guinness Sustainable Global Equity Fund is designed to provide investors with exposure to companies benefiting from the transition to a more sustainable economy.
The TB Guinness Sustainable Energy strategy is managed for capital growth and invests in companies involved in the generation, storage, efficiency and consumption of susta
The Guinness Sustainable Global Equity Fund is designed to provide investors with exposure to companies benefiting from the transition to a more sustainable economy.
Growth Funds
We believe in active management. We run concentrated, equally weighted portfolios, with low turnover and a value discipline.
The Guinness Greater China Fund was known as the Guinness Best of China Fund until 19.12.22.
The Guinness Global Innovators strategy provides exposure to global equities through a portfolio of companies that we believe can create value through original thinking.
The Guinness Global Energy strategy seeks capital growth through exposure to global energy markets.
The Guinness Global Money Managers strategy gives exposure to the growth potential of companies in the asset management sector.
The Guinness Best of Asia strategy is designed to give exposure to the growth opportunities present in the Asia Pacific region.
The TB Guinness Global Innovators strategy provides exposure to global equities through a portfolio of companies that we believe can create value through original thinking
The Guinness China A Share strategy invests in quality, profitable companies exposed to the structural growth themes we have identified in the China A share market.
Multi-Asset Funds
We believe in active management. We run concentrated, equally weighted portfolios, with low turnover and a value discipline.
The Guinness Multi-Asset Balanced Fund seeks capital appreciation over the medium to long term.
The Guinness Multi-Asset Growth Fund seeks capital appreciation over the medium to long term.
The Guinness China RMB Income Fund aims to provide investors with a combination of capital appreciation and income.
2023 Investor Conferences
For insights into 2023's uncertain markets and ideas for 2024, join us for a series of professional investor conferences.
Bringing a range of expertise, the investment team will cover Global Equities, Energy & the energy transition, how to understand China, and developments in the tax-advantaged space.
Register today for a rewarding half-day of investment ideas and expert opinions at six congenial locations.
Our Insights
Why Dividends (Still) Matter
The managers of Guinness Global Equity Income Fund discuss the benefits of investing in dividend-paying companies, and why these income streams are particularly favourable during periods of market distress.
How global equity income can help investors in an inflationary environment
How global equity income can help investors in an inflationary environment As central banks strive to tame inflation by raising rates, concerns mount over future rate volatility and moderating economic growth. The managers discuss the economic backdrop for this hiking cycle, inflation drivers and expectations, and the potential implications for equity investors navigating interest rate risk.
Europe: a destination for Income
Nick Edwards, European Equity Income Fund manager discusses the landscape for income in the region.
Guinness Sustainable Energy Fund - Impact Report 2022
The Guinness Sustainable Energy Fund seeks capital appreciation by investing in companies that contribute to reducing global carbon emissions. The Impact Report 2022 discloses estimates of the positive impact delivered by companies held in the portfolio in 2021.
Opportunities in Innovation
Co-managers, Dr Ian Mortimer and Matthew Page detail how innovation spans the products, services, and business model of a company. Rather than simply being synonymous with 'technological advancement', innovation allows firms to create new markets or disrupt incumbents, leading them to experience faster profit growth, higher profit margins and less susceptibility to the economic cycle than their peers.
Guinness Sustainable Global Equity Fund
Co-managers, Joseph Stephens & Sagar Thanki explain the philosophy and process behind the Guinness Sustainable Global Equity Fund.
Greater China - Investment Case
Investing in China offers investors numerous opportunities, including exposure to China's structural growth themes and relatively low correlation to developed markets. Our co-manager makes his case for investing in China, and how the Fund's disciplined process helps address the risks and challenges with investing in the country.
How to Invest
We aim to make it simple to invest in our funds. All our funds are open to direct investment via an application form. In addition, they are widely available on investment platforms and are eligible for UK investors' ISAs & SIPPs.
Ventures
Guinness Ventures has been investing in EIS qualifying companies since 2010. Guinness EIS provides scale-up capital to private companies and Guinness AIM EIS invests in AIM-listed companies.
Guinness Sustainable Infrastructure invests in renewable energy generating companies that qualify for Business Relief, helping investors pass more of their wealth onto their family.
Awards & Ratings
We have a firm commitment to delivering the very best. That commitment is reflected in the awards we have received, some of which are shown below.
Guinness Sustainable Energy Fund
Responsible A
Square Mile Investment Consulting & Research Limited
Guinness Global Equity Income Fund
AA Rating
Square Mile Investment Consulting & Research Limited
Guinness Global Equity Income Fund
Rated Fund
RSMR
Guinness Global Equity Income Fund
Finalist - IW Fund Manager of the Year Awards 2020
Global Income
Guinness Global Energy Fund
BEST COMMODITY FUND
Investment Week
Guinness Global Equity Income Fund
Elite Rated Fund
FundCalibre
Guinness Global Innovators Fund
Elite Rated Fund
FundCalibre
Guinness Asian Equity Income Fund
Elite Rated Fund
FundCalibre
Guinness Global Money Managers Fund
BEST FUND OVER 3 YEARS
Lipper - Equity Sector Banks & Other Financials
Guinness Global Energy Fund
BEST FUND OVER 3 YEARS
Lipper - Equity Sector Natural Resources