U.S. Global Investors Global Luxury Goods Fund
USLUX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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NAV
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Company Information
Provider
U.S. Global Investors
Manager/Tenure
(Years)
(Years)
Frank E. Holmes (29), Ralph P. Aldis (8), Joanna Sawicka (3)
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 capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in the securities of companies producing, processing, distributing, and manufacturing luxury products, services, or equipment. It will invest in securities of companies with economic ties to countries throughout the world, including emerging markets and the U.S. The fund may also invest in fixed-income securities of any credit quality and maturity, and the weighted average maturity of the portfolio may vary substantially over time.
