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Guinness Atkinson Altern Energy (GAAEX)
General Fund Information
Guinness Atkinson
Bancorp Fund Services PO Box 701US
Milwaukee WI 53201-0701
(800) 915-6566
www.gafunds.com
Category:International/Global Funds
Style:Growth
Assets: ($ millions)$10.9

Account min.:$5,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Mid-Cap
Expenses:1.99%
Max. defer. load: 
Max. front load: 
Avg. P/E:17.53
Avg. P/B:1.72
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Guinness Atkinson Alternative Energy Fund seeks long-term appreciation investing in equity securities (US and non-US) of companies involved in alternative energy or energy technology sectors. Alternative energy includes, but is not limited to power generated through solar, wind, hydroelectric, tidal wave, geothermal, biomass or biofuels. Energy technology includes technologies that enable these sources to be tapped and also various manners of storage and transportation of energy, including hydrogen and other types of fuel cells, batteries and flywheels, as well as technologies that conserve or enable more efficient use of energy.
Social Issues10/31/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance10/31/17
  Fund Return Percentile Rank *
Year to date: 20.32% 4
1 Year: 13.53% 10
Annualized returns:
3 Year: -7.78% 44
5 Year: 5.84% 6
10 Year: -14.74% 99
Since inception: -10.51% 91
Inception date: 03/31/06  
Bear Market: -48.34%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics10/31/17
Alpha 3YR:-5.29
Alpha 5YR:5.38
Beta 3YR:0.43
Beta 5YR:0.57
R. Squared 3YR:19.71
R. Squared 5YR:21.62
Sharpe 3YR:-0.43
Sharpe 5YR:0.26
Std. Dev. 3YR:21.76
Std. Dev. 5YR:21.76
Sector Distribution 
No fund sectors available

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