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Home > About Us > Press Releases > June 14, 2012

Press Release - Morningstar: Merk Hard Currency a Great Choice

— The Authority on Currencies™ receives accolades for its flagship strategy in Morningstar Analyst Report—

PALO ALTO, CA. June 14, 2012 – Morningstar Analyst Report calls Merk Hard Currency Fund® (MERKX) a great choice for foreign-currency exposures.

The Analyst Report goes on to explain how the Merk Hard Currency Fund’s fundamental investment strategy has delivered great returns and diversification benefits.

The Analyst Report is available to Morningstar subscribers at

“Given the global turmoil, contagion concerns and correlation of traditional asset classes, advisers are increasingly discovering currencies as they seek un-correlated returns and down-side protection,” explains Axel Merk, president and chief investment officer at Merk Investments.

Merk Investments, LLC is the manager of the Merk Funds, a suite of no-load actively managed currency funds. The Merk Hard Currency Fund, the firm’s flagship fund, is no stranger to accolades. It is included in the “Top 100 Mutual Funds” (Smartmoney 1/2012), “Top Alternative Funds” (Advisor One 1/2012) and “Top Funds Over 5 Years” (AAII 3/2012) based on 5-year results as reported by Morningstar.

Further, Merk Investments has been asked to comment on a recent filing to bring to market an actively managed ETF version of the Hard Currency strategy. “We see actively traded ETFs as a practical way for investors to add managed currency exposure to diversify their portfolios; for details, please see the SEC website for our filing,” explains Hanna Tikkanen-Merk, managing director in charge of strategy and marketing at Merk Investments.

Merk Investments will be participating at the Morningstar Investment Conference June 20-22 in Chicago; Axel Merk will be available for interviews on June 21.

Merk is the only mutual fund company focusing exclusively on currencies. Merk White Papers and other primary research on the currency asset class can be found at The Merk Funds® include: the Merk Hard Currency Fund® (MERKX), the Merk Asian Currency Fund® (MEAFX), the Merk Absolute Return Currency Fund® (MABFX) and the Merk Currency Enhanced U.S. Equity Fund℠ (MUSFX). The Merk Funds® provide investors with the opportunity to add managed currency exposure to their portfolios, which may provide valuable diversification benefits.

For important information about the Merk Funds, including their holdings, how to obtain a prospectus and to invest, please visit

For more information, or to schedule an interview, please contact:

Joe Paone
Merk Investments, LLC
(650) 323 4341
pr [at]

Merk Investments

Merk Investments LLC, is a Palo Alto, California, based SEC registered investment advisory firm managing currency mutual funds. For more information on Merk Investments or the Merk Funds, please visit

This information does not constitute a solicitation or an offer to buy or sell any investment security, nor provide investment advice. Merk Investments LLC.

Transaction fees and other restrictions may apply to invest through a broker. As with any mutual fund product, there is no guarantee that the funds will achieve their goals. Investors should consider the investment objectives, risks and charges and expenses of the Funds carefully before investing. This and other information is in the prospectus, a copy of which may be obtained by visiting the Funds’ website at or calling 866-MERK FUND. Please read the prospectus carefully before you invest.

The Funds’ principal investment risks include, but are not limited to, currency exchange rate risk, foreign instrument risk and interest rate risk. For a more complete discussion of these risks please refer to the Funds’ prospectus. Foreside Fund Services, LLC, distributor.