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 6/28/19, the Merk Absolute Return Currency Fund Investor Shares (MABFX) had a 1-year return of +4.08%, a 5-year return of +0.56%, and a return of +0.06% since inception on 09/09/2009; the Merk Hard Currency Fund Investor Shares (MERKX) had a 1-year return of -2.53%, a 5-year return of -4.02%, a 10-year-return of -0.57% and a return of +1.16% since inception on 5/10/2005. All performance figures greater than 1-year are annualized unless otherwise specified. The expense ratio for the Funds 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.
October 8, 2013
Merk May Have an Answer to Bond Fears
July 9, 2013
Merk Absolute Return Currency Fund Has Delivered...
July 9, 2013
Merk Currency Enhanced U.S. Equity Fund Has Bettered S&P 500
Jun 19, 2012
Merk Expands Talent Pool to Cover Wire-Houses
Jun 14, 2012
Morningstar: Merk Hard Currency a Great Choice
Jan 31, 2012
Merk Finds Currencies a Core Asset for Sophisticated Investors
Dec 15, 2011
Merk White Paper Finds China’s Leadership Transition May Result in Stronger Currency to Support Social Stability
Dec 7, 2011
Merk Elevates Singapore Dollar to Hard Currency
Sep12, 2011
Merk Launches Currency Enhanced U.S. Equity Fund
Sep 8, 2011
Merk White Paper Finds Currencies Deliver Enhanced Returns and Risk Protection
Aug 17, 2011
Merk Funds Surpass $750 Million in Assets Under Management
Jun 16, 2011
Merk Publishes White Paper on Investor Exposure to U.S. Dollar
Jun 1, 2011
Growing Merk Funds Snatch Fidelity Talent
Apr 19, 2011
Merk Hard Currency Fund Surpasses Half a Billion in Assets
Mar 30, 2011
Merk Hard Currency Fund is Top Ranked by AAII
Mar 10, 2011
Merk Asian Currency Fund Exceeds $100 Million
Feb 22, 2011
Merk Adds Director of Distribution for its Currency Funds
Jan 13, 2011
Merk Increases Currency Market Share Lead, Asian Fund Grows 25%
Sep 30, 2010
Merk Releases Currency Asset Class Survey
April 6, 2010
Merk Launches Institutional Share Class of Currency Funds
Oct 19, 2009
Merk Mutual Funds Reaches $500 Million in Assets Under Management
Sep 9, 2009
Merk Launches Absolute Return Currency Fund
Jan 27, 2009
Merk Funds Report Over 35% Asset Growth in 2008
Jul 1, 2008
Former Fed President Poole Joins Merk Investments as Senior Economic Adviser
Jun 10, 2008
Merk Hard Currency Fund Earns 5-Star Rating
May 6, 2008
Merk Investments adds Chief Economist & Global Strategist
Apr 1, 2008
Merk Launches Asian Currency Fund including Chinese Yuan
Mutual fund seeks to protect against a declining US dollar relative to Asian currencies
Jan 23, 2008
Merk Hard Currency Reaches $250 Million in Assets Under Management
Investors Seek to Protect their Purchasing Power as the Dollar is Under Pressure
Sep 11, 2007
Merk Hard Currency Fund Manager Axel Merk to Discuss Monetary and Economic Policy with Presidential Candidate Ron Paul
Presidential Candidate Ron Paul’s campaign has invited Merk Hard Currency Fund portfolio manager Axel Merk for a discussion on monetary and economic policy.
Aug 7, 2007
Merk Hard Currency Fund Zooms through $100 Million in Assets Under Management
Investors Seek to Protect their Purchasing Power as the Dollar is Under Pressure
Jan 30, 2007
Merk Hard Currency Fund Manager Axel Merk to Speak at the CFA Society of San Francisco
Axel Merk to discuss “The Dollar At Risk: Driving Forces and How to Diversify”
Dec 6, 2006
Merk Hard Currency Fund Reaches $50 Million in Assets Under Management
Investors Seek to Protect their Purchasing Power as the Dollar is Under Pressure
Oct 16, 2006
Merk Hard Currency Fund Manager Axel Merk to Speak at the National Association of Personal Financial Advisors (NAPFA)
Axel Merk to discuss “The Dollar At Risk: Driving Forces and How to Diversify”
Sep 21, 2006
Merk Hard Currency Fund Manager Axel Merk to Speak in Hong Kong at Gold & Precious Metals Investment World 2006
Axel Merk to discuss Gold as an alternative currency
June 8, 2006
Web Conference on the Dollar at Risk: Learn to Diversify from the Manager of the Merk Hard Currency Fund
Merk Hard Currency Fund Manager Discusses Driving Forces Behind the Fall of the Dollar and Ways to Diversify
May 10, 2006
Merk Hard Currency Fund Celebrates First Anniversary with Over $20 Million in Assets
April 5, 2006
Merk Hard Currency Fund Available Through Fidelity’s FundsNetwork® No Transaction Fee Program
Fidelity clients can now seek protection against a declining dollar with the ease of investing in a no-load mutual fund
Mar 28, 2006
Merk Hard Currency Fund Reaches $10 Million in Assets Under Management
Fund Reaches Milestone within Ten Months
Feb 28, 2006
Merk Hard Currency Fund Manager Axel Merk to Speak at the Association of Chinese Finance Professionals
Axel Merk to discuss “Foreign Exchange and Hard Currencies”
Jan 11, 2006
Merk Hard Currency Fund Manager Axel Merk to Speak at the American Association of Individual Investors
Axel Merk to discuss the Transition at the Federal Reserve Bank (Fed) from Retiring Chairman Alan Greenspan to Ben Bernanke
Dec 15, 2005
Merk Hard Currency Fund Inks Deal with Euro Pacific Capital
Agreement enables Euro Pacific clients to seek protection against a declining dollar through no-load mutual fund
Nov 21, 2005
Axel Merk to Speak at Gold and Precious Metals Investment Conference ’05 in San Francisco
Merk Hard Currency Fund manager to moderate main conference session and be featured on Korelin Economics Report
Sep 12, 2005
Merk Investments’ Axel Merk to Speak on Development of Effective Capital Markets at Shenyang Summit
Merk Hard Currency Fund Manager to Moderate Panel at China International Economic Forum
Aug 17, 2005
Merk Hard Currency Fund Available Through Schwab’s Mutual Fund OneSource® Service
Investors can now seek protection against a declining dollar with the ease of investing in a no-load mutual fund
May 17, 2005:
Merk Investments Launches Merk Hard Currency Fund
Mutual fund seeks to protect against a declining US dollar relative to other currencies
The views in these press releases, media interviews or hyperlinks were those of the Fund manager as of the date of release or date of interview and such views may be subject to change.
