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Global Megatrends Fund (MEGAX)

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Last Post: 7/17/2012 8:28:28 PM - Followers: 1 - Board type: Free - Posts Today: 0

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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#31   Finally, this is heading upward... Pro-Life 07/17/12 08:28:28 PM
#30   Up less than .5% for the week. Pro-Life 04/20/12 09:00:51 PM
#29   Scoreboard for the week: +1.54% Pro-Life 01/21/12 05:13:10 AM
#28   The weekly chart seems to say that the Pro-Life 12/20/11 09:24:18 AM
#27   October has recovered a bit... Pro-Life 10/26/11 08:28:06 AM
#26   And still, nothing has changed... price has broken Pro-Life 08/03/11 07:59:42 AM
#25   Not so good in the last 6 weeks... Pro-Life 06/05/11 08:29:09 PM
#24   -1.39% is the scorecard for the week... Pro-Life 04/16/11 09:46:40 PM
#22   Onward... there is no quit!!! Pro-Life 04/06/11 09:47:02 PM
#21   My friends, for the week: +2%!!! Pro-Life 02/05/11 08:33:54 PM
#20   It seems to be happening now... Pro-Life 12/13/10 08:32:14 PM
#19   We appear to be on the verge of Pro-Life 10/14/10 09:03:55 AM
#18   Not much happening... Pro-Life 08/15/10 06:21:56 AM
#17   Still struggling here but off the bottom... Pro-Life 06/26/10 03:27:27 AM
#16   Knocked down real hard lately... Pro-Life 05/21/10 09:44:05 PM
#15   Not only a sharp correction but a quick rise. Pro-Life 04/06/10 07:04:22 PM
#14   Hard correction these past 6 weeks but the Pro-Life 02/13/10 02:41:00 PM
#13   This fund is a real steady eddy... onward, upward... Pro-Life 01/04/10 01:46:03 AM
#12   On the weekly chart, the uptrend is quite strong. Pro-Life 11/30/09 12:13:43 AM
#11   A zippy new i-Box - hopefully helpful! Pro-Life 10/17/09 09:36:08 PM
#10   Great looking chart daily and weekly!!! Pro-Life 08/08/09 09:19:19 PM
#9   MOTS... More Of The Same... onward... Pro-Life 07/02/09 08:18:35 PM
#8   Continuing onward and upward so far... more or Pro-Life 05/17/09 07:54:55 PM
#7   Since then, 5 bucks seems to be the bottom... Pro-Life 04/12/09 10:30:22 PM
#6   A double joke!!! Wow, the broader market collapse Pro-Life 03/03/09 10:43:45 PM
#5   Maybe a double bottom here??? Consolidation seems to Pro-Life 01/31/09 10:21:16 AM
#4   Seems like this has finally found its' legs... Pro-Life 12/11/08 06:06:38 AM
#3   Even better now with a further beatdown... Pro-Life 10/20/08 08:35:36 PM
#2   Now is the time to add to your Pro-Life 09/28/08 10:56:25 PM
#1   The name of this fund says everything... this Pro-Life 06/30/08 12:12:40 PM