It is easy to open your ABC Investment Plan^® account. Simply:

• Decide how much you can afford to invest each month. If you are not sure how much to invest, we have provided a variety of user-friendly interactive financial planning tools including a retirement worksheet and asset allocation tool, found online here. >>
• Select the fund or funds you want to invest in from the U.S. Global Investors’ family of no-load mutual funds.

  Investment minimums are
  just $100 initially and
  $50 per month.

  Your investment choices:

  • All American Equity Fund
  • China Region Opportunity Fund
  • Eastern European Fund
  • Global Emerging Markets Fund
  • Global MegaTrends Fund
  • Global Resources Fund
  • Gold and Precious Metals Fund
  • Holmes Growth Fund
  • Near-Term Tax Free Fund
  • Tax Free Fund
  • U.S. Government Securities Savings Fund
  • U.S. Treasury Securities Cash Fund
  • World Precious Minerals Fund
• Choose the day of the month you want your investment automatically transferred from your savings or checking account to your ABC Investment Plan.^®

Funding Your Financial Goals Affordably
ABC Investment Plan^®

Starting is as easy as A-B-C

In fact, with just a small initial investment and an affordable monthly contribution, you can begin building a position in U.S. Global Investors’ family of mutual funds using the ABC Investment Plan.^® The ABC Investment Plan^® uses the advantages of dollar-cost averaging—an investment technique that lets you invest a fixed amount in a specific investment at regular intervals—together with financial discipline to help you work towards your financial goals. It also eliminates the guesswork involved in market timing and assures that you have a position in the market at all times. Of course, no investment plan can guarantee a profit or protect against a loss in a declining market. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as in periods of rising prices.

For a minimum initial investment of $100 you own shares in one or more of U.S. Global Investors’ family of mutual funds. Follow up your initial investment with monthly contributions of $50.

Instead of putting “all your eggs into one basket” you will be spreading your investment out in regular periodic contributions of a fixed amount. Over time you will purchase more shares when the price is low and fewer shares when the price is high. You actually increase the likelihood of purchasing more shares than with a large lump sum investment.

Investors consider the ABC Investment Plan^® to be a safer, easier method for mutual fund investing than trying to determine when a stock will peak.

Have questions, or want information mailed to you? Just call 1-800-USFUNDS (1-800-873-8637) between 7:30 a.m. and 7:00 p.m.(CT) any business day. Press 5 to speak to an investor representative

Funding your financial goals affordably

Procrastination never pays

It not only robs you of an organized lifestyle, but it can also rob you of time. Putting off the commitment to pay yourself first and save for future financial goals denies you the additional benefits that accompany long-term investing.

“Pay-as-you-go” is the only way to go

Now is the perfect time to start investing in your financial future. Financial planners suggest that you pay yourself first, or have a set amount automatically deducted from your paycheck each and every pay period. The amount need not be substantial. The key is regular, automatic investing.

Monthly investing is easy and affordable, and the power of daily compounding can make it pay off. The following chart illustrates how your money can grow over time:

This hypothetical example assumes an 8% annual return, with earnings spread equally over 12 months. The example also assumes that monthly contributions were made at month end. Your actual return may be more or less than this amount. No investment program can guarantee a profit.

Start Early

Over the life of your savings plan, just a few additional years of compounding can mean a difference of hundreds of dollars. Notice the person who starts early ends up with more. The person who waits until age 35 to start, ends up with less than half the amount of the person who starts at age 25.

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.

An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. Gold funds may be susceptible to adverse economic, political or regulatory developments due to concentrating in a single theme. The price of gold is subject to substantial price fluctuations over short periods of time and may be affected by unpredicted international monetary and political policies. We suggest investing no more than 5% to 10% of your portfolio in gold or gold stocks. Investing in small- and mid-cap stocks may be more risky and more volatile than investing in large-cap stocks. Tax-exempt Income is federal income tax free. A portion of this income may be subject to state and local income taxes, and if applicable, may subject certain investors to the Alternative Minimum Tax as well. Bond funds are subject to interest-rate risk; their value declines as interest rates rise. Diversification does not protect an investor from market risks and does not assure a profit.