U.S.Global Investors
About the Global MegaTrends Fund
The Global MegaTrends Fund seeks large-scale and sustainable growth opportunities as evidenced by major capital expenditures in a sector, country, or region. We’ve identified global infrastructure as such a mega trend, making it the key focus for the fund’s investments. Unlike competing infrastructure funds, the Global MegaTrends Fund takes a “picks and shovels” approach. This means not only investing in particular projects but also in the tools, equipment, companies and people that are needed to build or service a project. We see infrastructure as a broad theme that includes both growth and income opportunities, in emerging markets and the developed world. Within the infrastructure mega trend there are many promising investment opportunities in companies that supply basic materials, metals, energy and a wide range of services.
Fund Objective
The Global MegaTrends Fund seeks long-term capital appreciation consistent with the preservation of capital.
Fund Strategy
The Global MegaTrends Fund seeks to invest in companies that are positioned to grow by providing capital goods, basic materials, professional services or other key inputs to facilitate the design, construction, maintenance, financing, or servicing of global infrastructure properties.
In addition to the focus on investments in infrastructure, the funds seeks to invest in companies that meet suitable measures of return on cash flow, growth in revenue, earnings growth and return on equity. There is no constraint upon the markets that the fund management will consider.
The fund’s benchmark is the S&P 500 Index.
Read more about U.S. Global Investors’ investment process
Morningstar Rating
10-year Rating as of 6/30/09
Morningstar 10-year Rating™. Among 1565, 1565, 1294 and 663 Large Growth funds, the Global MegaTrends Fund earned 3 stars, 2 stars, 2 stars and 4 stars for the overall, 3-, 5- and 10-year periods. Ratings are based on risk-adjusted return as of 6/30/09. The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating. Past performance does not guarantee future results.
Global Megatrends Fund Composition
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