Global IPO Fund Performance
Month Quarter Year To Date 1 Year 5 Years 10 Years

Interested in IPO investing? For over 10 years individual investors have trusted the Global IPO Fund. For as little as $5,000 ($2,500 for IRAs), you can invest in a diversified portfolio of newly public companies that meet the strict investment criteria of our portfolio management team.

In the Press

  • March 22, 2013,
    Fox Business

    • Global IPO Fund Snapshot As of April 2013
    IPOs For Everyone Obtain Investor PacketAccess Your AccountInvest Online Today
    *These IPOs may not be in the IPO Plus Fund and do not reflect Fund performance.
    16.01%, -1.16% and -9.74% were the Global IPO Fund's one-, five- and ten-year average annual total returns through 12/31/2009. Past performance is no guarantee of future results. Investment return and principal value will vary. An investor's shares, when redeemed, may be worth more or less than original cost.

    This web site should not be considered a solicitation or offering for the shares of the Global IPO Plus Aftermarket Fund (Global IPO Fund) in any country in which the Fund is not registered. The Fund is offered by prospectus only. The prospectus contains more complete information including fees, expenses and risks involved in investing in initial public offerings and should be read carefully before investing. Shares of the Global IPO Fund are available for direct sale only in the United States and Puerto Rico.

    The Global IPO Plus Aftermarket Fund's code of ethics is available to its shareholders free of charge. To obtain a copy, shareholders may call the Fund toll-free, 1-888-476-3863.