The Global Resources Fund
#1 for the decade.*
As the earth’s population swells to 7 billion, the migration to cities accelerates, incomes rise, and people desire the things that improve their lives. Emerging markets have an insatiable appetite for cars, phones, computers, televisions, washing machines, air conditioners. Infrastructure must be built to support burgeoning populations and to upgrade the aging transportation and communication networks of the developed world. The earth’s scarce natural resources are in great demand.
Does your portfolio include this vital asset class?
Our Global Resources Fund invests in companies involved in the exploration, production and processing of petroleum, natural gas, coal, alternative energies, chemicals, mining, iron and steel, and paper and forest products around the globe. The fund is actively managed by U.S. Global’s team of engineers, investment analysts and portfolio managers who understand these complicated commodities and travel to the ends of the earth in search of opportunity.
The chart illustrates the performance of a hypothetical $10,000 investment made in the fund during the depicted time frame. Figures include reinvestment of capital gains and dividends, but the performance does not include the effect of any direct fees described in the fund’s prospectus (e.g., short-term trading fees) which, if applicable, would lower your total returns.
|Global Resources Fund Rank||Number of funds in category|
|Past performance does not guarantee future results.|
|Global Resources Fund||-18.69%||0.01%||18.75%||1.74%|
Fund Category Average
|S&P 500 Index||2.11%||-0.25%||2.92%||N/A|
Expense ratios as stated in the most recent prospectus. Performance data quoted above is historical. Past performance is no guarantee of future results. Results reflect the reinvestment of dividends and other earnings. Current performance may be higher or lower than the performance data quoted. The principal value and investment return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance does not include the effect of any direct fees described in the fund’s prospectus (e.g., short-term trading fees of 0.25%) which, if applicable, would lower your total returns. Performance quoted for periods of one year or less is cumulative and not annualized. Obtain performance data current to the most recent month-end at www.usfunds.com or 1-800-US-FUNDS.