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Dear Investor,
Thank you for inquiring about the dynamic Global Emerging Markets Fund. The world’s fastest-growing economies are located all over the world, in places like Asia, Eastern Europe and South America. To capitalize on these growth opportunities, U.S. Global Investors, Inc., and Charlemagne Capital Ltd. formed a joint venture to make emerging market assets available to investors in a no-load mutual fund.
The Global Emerging Markets Fund invests, under normal market conditions, at least 80 percent of its net assets in equity securities such as common stocks, preferred stock, convertible securities, rights and warrants and depositary receipts of companies located in emerging market countries or in companies with a significant business presence in emerging countries. Emerging market countries are those countries defined as such by the World Bank, the International Finance Corporation, the United Nations or the European Bank for Reconstruction and Development.
Everything you need to open an account in the Global Emerging Markets Fund is inside this booklet. In three easy steps you can become a fund shareholder. Simply:
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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
CEO & Chief Investment Officer
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.
Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk.
not part of prospectus
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