Invest in JUBAX

PAGES

Investing in JUBAX: Your Options

I’ve never really understood the saying “There’s more than one way to skin a cat.” All the methods seem pretty much the same to me—and in the end to the cat too, I’d think.

But there really is more than one way to invest in the Jubak Global Equity Fund. Although, it’s true, they all do involve sending money to somebody.

In short: you can invest by setting up your account over the Internet or by sending us a check directly after downloading paper application forms (no commission charge in either case). We’ve done everything we can to make signing up and sending us money via the Internet as easy as possible; you can do everything in one fell swoop. It’s pretty cool.

By the way, anybody know what a “fell swoop” is?

Invest Online – It’s Quick and Easy

Set Up an Account

For more info call 1-888-88-JUBAK (1-888-885-8225) or e-mail information@jubakam.com.

Invest By Check

  • Obtain and read the prospectus, available via a click on the link below.
  • Download an application (see Applications and Forms below) or call toll-free 1-888-88-JUBAK (1-888-885-8225) to obtain one by mail.
  • Once the required documents are complete, please mail them to the appropriate address, found at the top of each document.

Prospectuses

Applications and Forms

Invest Through Your Broker

As of October 5, Jubak Global Equity Fund (JUBAX) is available through accounts at the following brokerages: Vanguard, Schwab, Scottrade. Certain customers of JPMorgan, Curian, SEI, Wells Fargo and RW Baird may also be able to invest in JUBAX through their broker (please contact your representative at these brokerages to confirm availability).

If you’d rather invest through a different broker, please let us know which one you use so we can get to work on making the arrangements (please note, this could take some time).

I'd like to invest with my broker:

All fields are required

Shares of the Jubak Global Equity Fund are available for purchase through the above-listed intermediary firms. These intermediary firms are not affiliated with the Jubak Global Equity Fund, and a listing of an intermediary firm does not imply that the Jubak Global Equity Fund is sponsored by or endorsed by an intermediary firm. The information available through this link should not be considered either a recommendation by the above-listed intermediary firms or a solicitation of any offer to purchase or sell any securities. This website has not been reviewed by the above-listed intermediary firms and the firms make no representations regarding its content. The name and any identifying trade or service marks of each intermediary firm listed above remain the property of the respective intermediary firm.

Shares of JUBAX are currently offered only in the United States to U.S. investors and are not available for sale in any jurisdiction other than the United States. The information on this Web site should not be considered a solicitation to buy or an offer to sell shares of JUBAX in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.

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.