Merk is proud to be recognized for excellence by peers, clients and industry experts.
Adding a managed currency component to an investment portfolio may generate positive excess returns, lower a portfolio's standard deviation and thereby enhance risk adjusted returns. Diversifying into the currency asset class may also help protect against downside risks.
|Morningstar Analyst Report calls the Merk Hard Currency Fund a great choice for foreign-currency exposure
May 8, 2012
|AdvisorOne features the Merk Hard Currency Fund as one of their Top 5 Alternative Funds
January 26, 2012
|SmartMoney features the Merk Hard Currency Fund on their list of the Top 100 Mutual Funds
January 16, 2012
|Barron's magazine says the Merk Hard Currency Fund may be an attractive alternative to investors
August 29, 2011
|Morningstar focuses on the Merk Hard Currency Fund as a way to seek protection against market volatility
August 12, 2011
|WSJ profiles the Merk Hard Currency Fund in "Bold Investors Make Bullish Bets on Euro"
July 21, 2011
|American Association of Individual Investors features the Merk Hard Currency Fund in their list of “Top Funds Over 5 Years”
March 3, 2011
|MarketWatch outlines currency investing and highlights Merk Investments as a specialist in the asset class
June 24, 2010
|Kiplinger Magazine's "2009 Best List" features "currency maven" Axel Merk's Hard Currency Fund
November 19, 2009
|Kiplinger's Personal Finance Feb. 2008 issue discusses the Merk Hard Currency Fund in "5 Ways to Bet on a Sinking Dollar"
|Bloomberg surveys top 2007 funds that benefited from the property and subprime losses
December 27, 2007
Information contained herein may discuss Fund performance and holdings. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. For performance current to the most recent month-end, please visit our website at www.merkfunds.com/fund. Through 03/31/13,the Merk Currency Enhanced U.S. Equity Fund Investor Shares had a 1-year return of +11.09%, and a return of +21.00% since inception on 09/12/2011; the Merk Absolute Return Currency Fund Investor Shares had a 1-year return of -2.03%, a 3-year return of -1.20%, and a return of -1.66% since inception on 09/09/2009; the Merk Asian Currency Fund Investor Shares had a 1-year return of +0.11%, a 3-year return of +0.51%, and a return of -0.36% since inception on 04/01/2008; the Merk Hard Currency Fund Investor Shares had a 1-year return of -0.15%, a 3-year return of +2.40%, a 5-year return of +1.39% and a return of +4.72% since inception on 5/10/2005. All performance figures greater than 1-year are annualized unless otherwise specified. The Investor Share expense ratio of each Fund is 1.30%.
In addition, these article excerpts and hyperlinks reference individual securities that may or may not currently be held by the Fund. Click here
to view important information about the Funds, including their holdings. The views in these article excerpts and hyperlinks were those of the Fund's manager as of each article's publication date and may be subject to change.