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Guinness Global Energy Fund Inclusive - Class C - Income (GBP)

Sell:922.92p Buy:922.92p Change: 7.64p (0.82%)
Prices as at 11 October 2019
Sell:922.92p
Buy:922.92p
Change: 7.64p (0.82%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 11 October 2019
Sell:922.92p
Buy:922.92p
Change: 7.64p (0.82%)
Prices as at 11 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

14/10/14 to 14/10/15 14/10/15 to 14/10/16 14/10/16 to 14/10/17 14/10/17 to 14/10/18 14/10/18 to 14/10/19
Annual return -22.51% 28.54% -8.96% 13.61% -20.18%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Jonathan Waghorn
Manager start date: 2 September 2013
Manager located in: London

Jonathan Waghorn joined Guinness Asset Management in September 2013 and is co-manager of Guinness Global Energy Fund and the Guinness Sustainable Energy Fund. Jonathan has 20 years' experience in the energy sector. He was a Shell drilling engineer in the Dutch North Sea and worked as an energy consultant with Wood Mackenzie before becoming co-head of Goldman Sachs energy equity research in 2000. He joined Investec as co-manager on the Investec Global Energy Fund in 2008 where he helped grow the energy franchise at Investec to a peak of nearly $3.5bn in 2011. Jonathan then joined Mercuria in 2012 to build an equities and fund management business based around the provision of external funds before joining Guinness Asset Management in 2013.

manager photo
Manager Name: Will Riley
Manager start date: 31 March 2008
Manager located in: London

Will Riley is co-manager of the Guinness Global Energy Fund and the Guinness Sustainable Energy Fund, and also co-manager fo the Guinness Global Money Managers Fund, having joined Guinness Asset Management in May 2007. Prior to joining Guinness, Will was employed by PricewaterhouseCoopers for 6 years, first in the London Middle Market Assurance Team, then as a valuation specialist in the Valuation & Strategy division. Will qualified as a Chartered Accountant in 2003 and has an MA in Geography from Cambridge University.

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Manager Name: Tim Guinness
Manager start date: 31 March 2008
Manager located in: London

Tim Guinness has served as Chairman and Chief Investment Officer of both Guinness Asset Management and Guinness Atkinson Asset Management (US) since the firms were founded. He founded Guinness Flight Global Asset Management Ltd in 1987 and was CEO or joint CEO from 1987 to 1999. Investec acquired Guinness Flight in 1998. From 1999 to 2003 he was Chairman of the company as it transitioned into Investec. Tim was a founding portfolio manager of the Global Equity Fund which was established in 1985 and began managing a Global Energy fund in 1998. Tim graduated from Cambridge University with a degree in engineering. He then completed a Master's Degree in Management Science at the Sloan School M.I.T. in the United States.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account