About the MegaTrends Fund
Megatrends are often created by government policies, technological innovations, significant changes in supply/demand dynamics, or other formerly slow-evolving patterns. The MegaTrends Fund uses a “go anywhere” approach to seek out growth opportunities. The fund identifies sectors that have this kind of megatrend potential, and dynamically adapts to current trends, supported by company-specific criteria such as revenue, cash flow and earnings growth.
The MegaTrends Fund’s primary objective is to seek long-term capital appreciation and its secondary objective is earning income.
Under normal market conditions, the MegaTrends Fund will invest in equity and equity-related securities of companies of all sizes. These securities primarily include common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts.
The fund’s benchmark is the S&P 500 Index.
Read more about U.S. Global Investors’ investment process
The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies.