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SULR
+0.43 · +1.30%
$33.12 · NYSE ARCA

Guinness Atkinson Funds - SmartETFs Sustainable Energy II ETF (SULR) ETF Analysis | Equity Energy

Guinness Atkinson · USA
AUM:$4.4M
#– of – in Equity Energy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 41.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is SULR?

The investment seeks long-term capital appreciation. The fund invests, under normal conditions, at least 80% of its net assets in publicly-traded equity securities of sustainable energy companies (both U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SULR delivered 41.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 42.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$4.4M
Expense Ratio0.79%
Dividend Yield0.00%
Holdings31
Inception DateNov 2020
Domicile–
Distribution–
Index–
ProviderGuinness Atkinson
Beta–
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.2%
1Y
+32.5%
3Y
+15.1%
5Y
+21.7%
OpenBook InsightIf you had invested £10,000 in SULR 5 years ago, it would have grown to £12,173 — a gain of £2,173.

Annual Returns

Calendar year performance

SULR delivered positive returns in 2 of the last 5 calendar years.
YearSULR
2026 YTD+11.3%
2025+28.3%
2024-10.6%
2023-0.4%
2022-11.9%
CAGR 4yr+0.2%
2/5 positive yearsAvg return: +3.3%Worst year: -11.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
32.8%
High
Momentum
+13.3%
30-day change
Support Level
30.72
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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