U.S. Global Investors Announces Fund on Transamerica’s Preferred Provider List

Author: Frank Holmes
Date Posted: March 20, 2014 Read time: 3 min

SAN ANTONIO—September 10, 2013—U.S. Global Investors, Inc. (NASDAQ: GROW), a boutique registered investment advisory firm specializing in natural resources and emerging markets, announced that Transamerica has added the Global Resources Fund (PSPFX) to its list of Preferred Providers.

“The Global Resources Fund is currently the only resources fund on this recommended list, offering Transamerica investors access to a professionally managed strategy for investing in natural resources,” says Susan McGee, President of U.S. Global Investors.

The Global Resources Fund invests in resources companies across 10 distinct industries, including base and precious metals, oil and gas exploration, agriculture and forest and lumber. While commodities are necessary building blocks of the world, they can have wide price fluctuations over time due to their seasonal and cyclical nature. Given the specialized assets and the global trends impacting them, the company recommends investing in a diversified basket of commodities.

Since its inception in 1983, the fund has received several accolades and awards. For the period ending June 30, 2013, the fund ranked 62 out of 9,666 peers across the entire mutual fund universe over 10 years, placing the fund in the top 1 percent, according to Lipper.*

“We’re pleased to have our fund featured on the Transamerica platform, as the firm is a growing financial services company with about 1,000 advisors who use mutual funds to help meet their clients’ investment needs,” says McGee. “This is a solid strategic partnership that offers a greater distribution of the fund while broadening Transamerica’s product offerings.”

About U.S. Global Investors, Inc.
U.S. Global Investors, Inc. (www.usfunds.com) is a registered investment adviser that focuses on profitable niche markets around the world. Headquartered in San Antonio, Texas, the company provides advisory and other services to U.S. Global Investors Funds and other clients.

With an average of $1.30 billion in assets under management in the quarter ended June 30, 2013, U.S. Global Investors manages domestic and offshore funds offering a variety of investment options.

*Lipper rankings for overall mutual fund universe based on total return as of 6/30/2013:
  10-Year Rank
out of 9,666 Funds
5-Year Rank
out of 16,626 Funds
1-Year Rank
out of 23,741 Funds
Global Resources Fund 62 16,331 18,349

Past performance does not guarantee future results.

Please consider carefully a 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. Because the Global Resources Fund concentrates its investments in specific industries, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries.