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U.s. Global Investors World Precious Minerals Fund (UNWPX)

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1.61 -0.00    0.00%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  U.S. Global Investors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 44.89M
US Global Investors World Prec Mnral 1.61 -0.00 0.00%

U.s. Global Investors World Precious Minerals Fund Overview

 
On this page you'll find an in-depth profile of U.s. Global Investors World Precious Minerals Fund. Learn about the key management, total assets, investment strategy and contact information of UNWPX among other information.
Category

Equity Precious Metals

Total Assets

44.89M

Expenses

1.47%

Inception Date

31378

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.

Contact Information

Address P.O. Box 781234
San Antonio,TX 78278-1234
United States
Phone +1 8008738637

Top Executives

Name Title Since Until
Joanna Sawicka - 2020 Now
Ralph P. Aldis Portfolio Manager 2001 Now
Biography Ralph P. Aldis, CFA, is a Portfolio Manager for U.S. Global Investors, Inc. Aldis has served as senior research analyst of the U.S. Global Investors, Inc. since 2001. Previously he was with United Services Advisors as director of research and analysis since April 1989. Before that, he spent three years in the research department at Neil A. Eisner and Company, and he also worked as a research assistant at Southwest Energy Associates during the summer of 1986. He is a member of the Society of Economic Geologists and the San Antonio Society of Financial Analysts.
Frank E. Holmes CIO (Chief Investment Officer) 1999 Now
Biography Mr. Holmes is Chief Executive Officer since 1989 and Chief Investment Officer since 1999 at U.S. Global Investors, Inc. Mr. Holmes had investment banking experience in the international capital markets and the gold mining industry. He was formerly President and Chairman of the Toronto Society of the Investment Dealers Association and a member of the Toronto Stock Exchange's Listing Committee as well as a member seat holder of the stock exchanges in Toronto, Montreal, Vancouver and Alberta.
Juan Leon - 2020 2021
Gilbert Atzom analyst and Portfolio Manager 1998 1999
Biography Atzmon is a gold-stock analyst and portfolio manager with U.S. Global Investors. He was a portfolio manager with the firm from 1987 to 1990 and returned in 1998. During the period away from U.S. Global, he was vice president of investor relations for Dayton Mining Corporation from 1990 to 1993. From 1993 to 1998, he ran his own consulting and management firm advising money managers and mining companies.
Naiziang Zhou - 1997 1998
Victor Flores CIO 1990 1997
Biography Flores joined United Services Advisors as an analyst in 1988 and began managing portfolios in 1990. Currently he serves as the company's chief investment officer. He emphasizes fundamental analysis, creating cash-flow models to determine a stock's true value, and visiting company operations to observe company management. Flores, a Chartered Financial Analyst, is a member of the San Antonio Society of Financial Analysts and the Society for Mining Metallurgy and Exploration.
J. David Edwards executive Vice President, CIO 1987 1990
Biography Edwards joined United Services Advisors in 1987 as executive vice president and chief investment officer. His investment philosophy focuses on macroeconomic factors, political economics, industry sector trends, technical factors, and individual stock characteristics. Edwards served as senior vice president and chief investment officer at Kanaly Trust Company from 1983 to 1987. He also spent one year at the Bank of the Southwest. Edwards holds the Chartered Financial Analyst designation.
Douglas B. Groh Portfolio Manager 1985 1987
Biography Douglas B. Groh is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2003. Prior to joining Tocqueville, Mr. Groh was Director of Investment Research at Grove Capital from 2001 to 2003 and from 1990 to 2001 held investment research and banking positions at J.P. Morgan, Merrill Lynch and ING Bank. Mr. Groh began his career as a mining and precious metals analyst in 1985 at U.S. Global Investors. Mr. Groh earned a B.S. in Geology and Geophysics from the University of Wisconsin-Madison and an M.A. from the University of Texas at Austin, where he focused on mineral economics.
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Richsand Abat Dec 07, 2021 2:48PM ET
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no corona no covid
 
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