Guinness Global Real Assets Fund
Global listed real assets equity strategy investing in infrastructure and real estate companies with persistent returns on capital, conservative balance sheets and stable dividends.$12M AUM0 published ideas
Guinness Global Real Assets Fund is managed by Guinness Asset Management Ltd and invests in listed companies involved in financing, developing, constructing and operating infrastructure and real estate assets. The strategy combines a top-down sector overlay with bottom-up stock selection and focuses on quality businesses with persistent returns on capital, conservative balance sheets and stable dividends. The portfolio is concentrated at around 35 broadly equally weighted holdings.
Ideas from Guinness Global Real Assets Fund
No published ideas from this fund yet.