Guinness Global Real Assets Fund’s Q3 2026 Investor Letter

Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter. The fund returned 0.8% in July, underperforming the MSCI World Core Infrastructure Index’s 1.8% gain by 1 percentage point, but remained ahead year to date, returning 11.1% versus 10.9% for the benchmark, and delivered a 14.0% one-year return compared with 13.7% for the index. Relative performance was primarily affected by the fund’s underweight allocation to industrials, the...