Guinness
Guinness Global Money Managers Fund
Global
Dec 2024 → Jul 2026
Our archive holds 6 letters from this strategy and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 3 years · follow all of Guinness for every strategy.
Performance
as of Jun 30, 2026 · net of fees · GBP
- YTD+1.5%index +11.2%
- 1Y+16.7%index +25.3%
- 3Y · total+59.5%index +62.4%
- 5Y · total+48.2%index +79.2%
- 10Y · total+196%index +246%
Index: MSCI World TR
| YTD | 1Y | 3Ytotal | 5Ytotal | 10Ytotal | |
|---|---|---|---|---|---|
| Guinness Global Money Managers Fund | +1.5% | +16.7% | +59.5% | +48.2% | +196% |
| MSCI World TR | +11.2% | +25.3% | +62.4% | +79.2% | +246% |
Calendar years
- 2025+10.9%index +12.8%
- 2024+25.8%index +20.8%
- 2023+9.8%index +16.8%
- 2022−14.6%index −7.8%
- 2021+43.3%index +22.9%
- 2020+5.5%index +12.3%
- 2019+27.0%index +22.7%
- 2018−22.7%index −3.0%
- 2017+23.4%index +11.8%
- 2016+13.7%index +28.2%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
The Fund’s holding in Janus Henderson (+9%) was realised in June following completion of the company’s acquisition by a consortium led by Trian Fund Management and General Catalyst.