Why Consider JUBAX?

Because you’re looking to invest in the markets that should grow faster than the U.S. over the next several years, but also want to be in domestic stocks when they look attractive.  Because you want someone to find those great undiscovered opportunities lurking in the globe’s less explored markets. Because in an increasingly risky global financial market you want a watchdog whose job it is to react to early warnings.  Because you believe hard work is essential to successful investing… but want someone else to do it. Here’s what JUBAX offers:

  • A world of my stock picks with just one buy.

    Get the benefit of picks across the world’s markets from New York to Sydney with just one No-Load purchase.

  • Exposure to the world’s fastest growing economies.

    After they’ve recovered from the global economic crisis, I believe the world’s developed economies will be growing at 2.5% a year if they’re lucky.  But the world’s developing economies—China, India, and the rest of the gang—should be pushing 7% annual growth. Where do you want your money?

  • Intelligence on where your money is and why.

    An investment in the Jubak Global Equity Fund comes with a free subscription to the Jubak Asset Management newsletter (scroll down a little for more info), which will give you priority access to my very latest thinking, along with special features and content not available anywhere else.

  • Unique Access to global stock markets and global stock market intelligence.

    Ever tried to buy Brazilian stocks in Sao Paulo or Chinese stocks in Hong Kong? The Jubak Global Equity Fund will trade in these markets routinely.

Free subscription to Jubak Asset Management Newsletter and Market Commentary

Free to every investor in the Jubak Global Equity Fund a free subscription to the Jubak Asset Management newsletter and website. (Did we mention it was free? The retail price is $299 a year.) Every day, not once a month or once a quarter, the Jubak Asset Management newsletter (affectionately known as JAM) and blog delivers:

  • First access to Jim’s thoughts on the day’s most important market events
  • Jim’s breaking videos, shot from his desk at Jubak Asset Management, with up-to-the-minute commentary on what the news means
  • The weekly “Saturday Night Quarterback” email to get you ready for the week ahead
  • Jim’s takes on stock market conditions in the U.S. and global stock markets in the short-, medium-, and long-runs
  • Jim’s in-depth reports on hot (and cold) sectors, industries, and global markets
  • A daily summary of events and trends sent via email after the markets close

And all this goes to readers of JAM first.

The Jubak Global Equity Fund is distributed by IMST Distributors LLC.

You should consider the fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, that contains this and other information about the Funds, call 1-888-885-8225 or click here. Please read the prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

An investor’s shares, when redeemed, may be worth more or less than their original cost. Foreign investments present additional risks due to currency fluctuations, economic and political factors, lower liquidity, government regulations, differences in securities regulations and accounting standards, possible changes in taxation, limited public information and other factors. The risks are magnified in countries with emerging markets, since these countries may have relatively unstable governments and less established markets and economies. This Fund is also more susceptible to market volatility because small‐ and mid‐cap company stocks tend to be sold less often and in smaller amounts than larger company stocks. Smaller companies also may not have the management experience, financial resources, product diversification and competitive strengths of larger companies. The Fund may, at times, experience higher-than-average portfolio turnover, which may generate significant taxable gains and increased trading expenses, which in turn may lower the Fund’s return.

The Fund may, at times, experience higher-than-average portfolio turnover which may generate significant taxable gains and increased trading expenses which in turn may lower the Fund’s return.