Guinness Atkinson™ Global Innovators Fund Investor Class IWIRX Strategy

| Medalist Rating as of | See Guinness Atkinson Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests in publicly-traded equity securities of companies that the Advisor believes are positioned for growth due to advances in technology, communications, globalism or innovative management. The adviser will consider all companies in the world's developed stock markets, such as the United States, the United Kingdom, Canada, Japan, Hong Kong, Singapore, Australia, New Zealand and other stock markets in the European Union. The adviser also may consider investments in emerging stock markets. At least 40% of the fund's assets will be invested in global securities.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
GAIQ
Guinness Atkinson Global Innovators Fund ETFETFOpen $650,919.000.790%———
IWIRX
Guinness Atkinson™ Global Innovators Fund Investor ClassNo LoadOpen $157.80M1.230%High$5,000−$24.45M
GINNX
Guinness Atkinson™ Global Innovators Fund Institutional ClassInstitutionalOpen $41.77M0.990%Above Average$100,000$2.57M

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