Frank Holmes serves as the CEO and chief investment officer of U.S. Global Investors, Inc., a specialized investment advisory firm located in San Antonio. The company focuses on managing both domestic and offshore funds that target the natural resources and emerging markets sectors. Their no-load mutual funds include notable offerings such as the Global Resources Fund (ticker PSPFX), the World Precious Minerals Fund (UNWPX), and the Gold Shares Fund (USERX).
It is essential to carefully review the fund’s investment objectives, risks, charges, and expenses. For this and other key information, please obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Ensure you read it thoroughly before making any investment decisions. These funds are distributed by U.S. Global Brokerage, Inc.
All expressed opinions and provided data may change without prior notice. These views may not be suitable for all investors. Investing in foreign and emerging markets carries unique risks, including currency fluctuations, limited public disclosure, and potential economic and political instability.
The S&P/TSX Global Gold Index serves as an international benchmark, reflecting the top gold companies worldwide. Its purpose is to offer an investable index that accurately represents publicly traded international gold firms. In contrast, the FTSE Gold Mines Index Series includes gold mining companies that consistently produce a minimum of 300,000 ounces of gold annually and earn 75% or more of their revenue from mined gold.
As of June 30, 2007, holdings as a percentage of net assets were as follows: Jiangxi Copper (China Region Opportunity Fund 1.74%); Silvercorp Metals Inc. (World Precious Minerals Fund 2.78%, Global Resources Fund 0.89%, China Region Opportunity Fund 2.42%); Gold Fields Ltd. (Gold Shares Fund 6.05%, World Precious Minerals Fund 2.58%, Global Resources Fund 0.39%); Sino Gold Mining Ltd. (Gold Shares Fund 1.03%, World Precious Minerals Fund 0.58%, China Region Opportunity Fund 0.27%); Anglogold Ashanti (0.0%); Dynasty Gold (0.0%).
U.S. Global Investors, Inc. continues to be a major player in managing funds focused on natural resources and emerging markets, guided by experienced leadership and a clear investment strategy. Understanding the nuances of investing in these sectors is crucial for potential investors.
In conclusion, diligent assessment of fund objectives and inherent risks is vital for informed investment decisions. As the market landscape continues to evolve, staying well-informed will aid investors in navigating opportunities effectively.
