Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Ranking and Research

Ranking, Research and Recommendation of Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund

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Fund Manager - Edmund Harriss

Fund Manager Information

Fund Manager Tenure: 7.2 years
Fund Family: Guinness Atkinson
Fund Category: Emerging-Markets Local-Currency Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71) (What does this score mean?)
Harriss joined Guinness Atkinson in April 2003, prior to which he was employed by Investec from July 1993 to April 2003. Since 1994 Edmund has served as a member of the investment team managing the Guinness Atkinson China & Hong Fund (lead manager since 1998) and has served as lead manager of the Guinness Atkinson Asia Focus Fund since 2003. (Guinness Atkinson Funds were previously Investec Funds.) Get more insights on Edmund Harriss

What we like about Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund

Data for Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) as of May 30, 2016

Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) management has been with Guinness Atkinson Renminbi Yuan & Bond Fund for 7.2 years
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has good short-term performance (1-year return -4.04% vs -6.76% Emerging-Markets Local-Currency Bond category median performance)
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has good mid-term performance (3-year return -0.31% vs -7.66% Emerging-Markets Local-Currency Bond category median performance)
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has a Morningstar rating of 4 and above
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has an annual stock turnover rate of 15.85% vs Emerging-Markets Local-Currency Bond average of 87.55%. It is good that Guinness Atkinson Renminbi Yuan & Bond management does not trade extensively for its return.
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.29, lower than category average of 11.84
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has a lower expense ratio than its Emerging-Markets Local-Currency Bond average: 0.90% vs 1.20%
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund

Data for Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) as of May 30, 2016

Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) ratio of up-years vs down years can be improved
Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) is less safe compared to its Emerging-Markets Local-Currency Bond peers
Asset base in Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support

See Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) performance details as of May 30, 2016

What do you think?

Compare with other top Emerging-Markets Local-Currency Bond category mutual funds

Aadditional top Emerging-Markets Local-Currency Bond mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Guinness Atkinson Renminbi Yuan & Bond	1.72	-4.04	-0.31	0

See top fund managers for Emerging-Markets Local-Currency Bond Category Funds

Compare with Emerging-Markets Local-Currency Bond category ETFs

Some Emerging-Markets Local-Currency Bond ETFs for your consideration

ETF	Year to Date	One Year	Three Year
WisdomTree Emerging Markets Lcl Dbt ETF (ELD)	0	0	0
iShares Emerg Mkts Local Currency Bond (LEMB)	5.20%	-4.01%	-4.30%
SPDR Barclays Emerging Mkts Lcl Bd ETF (EBND)	7.69%	-3.11%	-4.49%

Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Net Asset

Track net asset change of Guinness Atkinson Renminbi Yuan & Bond fund (GARBX)

Date	Net Asset
05/2016	$2.54M
03/2016	$2.83M
02/2016	$2.86M

More historic net asset information on Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX)

Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Portfolio Allocation

Track portfolio allocation change of Guinness Atkinson Renminbi Yuan & Bond fund (GARBX)

Date	Cash	Stock	Bond	Other
12/2015	39.99%	0%	60.01%	0%
09/2015	32.33%	0%	67.67%	0%
06/2015	32.98%	0%	67.02%	0%

Click here to see more historic asset allocation information on Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX)

Top 10 Holdings in Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund

Discover what Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) manager is buying

Dec 30, 2015

Unican Limited 5.6% [3.91%]
New W China Land 5.5% [3.91%]
Datang Telecom(Hk) 5.5% [3.9%]
Bk Of China Lond 3.45% [3.9%]
China Dev Bk 3.6% [3.85%]
Boc Aviation Pte 4.2% [3.85%]
Caterpillar Finl S 3.4% [3.84%]
Fonterra Co-Op Grp 4% [3.76%]
Lenovo Grp 4.95% [1.96%]

Sep 29, 2015

New W China Land 5.5% [5.65%]
Datang Telecom(Hk) 5.5% [4.49%]
Caterpillar Finl S 3.4% [3.82%]
Bk Of China Lond 3.45% [3.44%]
Unican Limited 5.6% [3.41%]
Fonterra Co-Op Grp 4% [3.32%]
Cagamas Global 3.7% [2.85%]
Ind & Com Bk China 3.35% [2.75%]
Value Success Intl 4% [2.73%]

Jun 29, 2015

New W China Land 5.5% [4.22%]
Datang Telecom(Hk) 5.5% [4.12%]
Caterpillar Finl S 0.21% [3.5%]
Air Liquide Fin 3% [3.47%]
Unican Limited 5.6% [3.11%]
Fonterra Co-Op Grp 4% [3.08%]
Ind&Com Bk Chn Sg 3.5% [3.07%]
Bk Of China Lond 3.45% [3.07%]
Cagamas Global 09/22/17, 3.7% Cnh [2.66%]

Click here for Stock Holding Change Map in Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX)

Latest News on Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund

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