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Frank HolmesWelcome to U.S. Global Investors

Dear Investor,

Thank you for inquiring about our unique China Region Opportunity Fund. The fund is a rare opportunity to tap into the extraordinary growth of this rapidly expanding region of the world. Members of our portfolio management team have professional, financial and business experience in China so they can manage your money in this highly specialized sector.

As the most populated country on earth awakens to the calls of capitalism, a dynamic new economic energy emerges from the China region. Construction, development and economic activity accelerate. Incomes and expectations rise. Entrepreneurism thrives. Market volatility and risk abound, but the opportunity is too great to ignore.

The China Region Opportunity Fund seeks capital appreciation by investing in stocks of companies in the greater China region. Emerging markets have demonstrated volatility, so please read the prospectus carefully before investing.

Everything you need to open an account in the China Region Opportunity Fund is inside this booklet. In three easy steps you can become a fund shareholder. Simply:

  1. Review the enclosed investor’s guide and prospectus carefully;
  2. Complete the enclosed new account application; and
  3. Mail the application with your check in the postage-paid envelope.

Investing in emerging markets involves a higher level of risk than investments in more established markets, so please read the prospectus carefully before investing. If there is anything we can do to help you with this investment decision, please call our Investment Center at 1-800-US-FUNDS (1-800-873-8637). An investor representative will be happy to answer your questions or provide additional information.

I look forward to welcoming you as a fellow shareholder.

Sincerely,

Frank Holmes

Frank Holmes
Chairman & CEO

P.S. Call 1-800-US-FUNDS to learn about qualifying for a free lifetime IRA.

Please consider carefully the fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.

Not part of prospectus

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