U.S. Global Investors World Precious Minerals Fund
UNWPX
NASDAQ
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Fund Information
Fund Type
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Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
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Non-U.S. Bond
Preferred
Convertible
Other
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NAV
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Company Information
Provider
U.S. Global Investors
Manager/Tenure
(Years)
(Years)
Frank E. Holmes (26), Ralph P. Aldis (23), Joanna Sawicka (5)
Website
Address
U.S. Global Investors
San Antonio TX - 78278-1234
San Antonio TX - 78278-1234
Country
United States
Phone Number
800-873-8637
Investment Strategy
The investment seeks long-term growth of capital plus protection against inflation and monetary instability. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies principally engaged in the exploration for, or mining and processing of, precious stones and minerals, including but not limited to, gold, silver, platinum group, palladium, rare earth minerals, and diamonds. The fund also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.