[GRAPHIC: Watermark of a CD ROM]
FINANCIAL ADVISOR SERVICES AND INFORMATION
[ ] Yes, please send me the portfolio management CD-ROM.
[ ] Yes, I currently have the CD-ROM, please send me the financial advisor
and planner kit on each of the following funds:
GOLD & NATURAL RESOURCES FUNDS TAX-FREE FUNDS
[ ] U.S. World Gold Fund [ ] U.S. Tax Free Fund
[ ] U.S. Global Resources Fund [ ] United Services Near-Term Tax Free Fund
U.S. Gold Shares Fund
RETIREMENT PLAN INFORMATION
SPECIALIZED EQUITY FUNDS [ ] IRA
[ ] Bonnel Growth Fund [ ] SEP-IRA
[ ] U.S. Real Estate Fund [ ] Defined Contribution Plans
[ ] U.S. Income Fund [ ] 403(b)
[ ] MegaTrends Fund
[ ] U.S. All American Equity Fund PLEASE PLACE ME ON YOUR:
[ ] Monthly fax update list
EMERGING MARKET FUND [ ] Product information mailing list
[ ] China Region Opportunity Fund [ ] Teleconference list
[ ] Funds annual/semi-annual mailing list
[ ] Other______________________________
Name: _________________________________________________________________________
Company: ______________________________________________________________________
Address: ______________________________________________________________________
City: ___________________________________ State: ______________________________
Phone: ____________________ Fax: ____________________ Email: __________________
For additional information, please contact a Financial Advisor Service Team
(F.A.S.T.) representative at 1-800-873-3639 or by Email at [email protected].
NUMEROUS LEADING FINANCIAL PUBLICATIONS HAVE TAKEN NOTICE OF VICTOR FLORES,
MANAGER OF THE U.S. WORLD GOLD AND U.S. GOLD SHARES FUNDS.
Mr. Flores was recently mentioned as one of the "Top Guns" for the gold category
in the May 1996 issue of MUTUAL FUNDS MAGAZINE.
The U.S. World Gold Fund was recently acknowledged as one of the "Most
Recommended Funds" among newsletter writers in the HULBERT FINANCIAL DIGEST,
MARCH 1996 issue.
LOOK WHO'S TALKING ABOUT ART BONNEL AND THE BONNEL GROWTH FUND.
One of the "Best Funds to Buy Now." KIPLINGER'S PERSONAL FINANCE MAGAZINE,
SEPTEMBER 1996
"Growth fund manager Art Bonnel has earned a reputation as a consistent top
performer." DON ROWE, THE WALL STREET DIGEST, NOVEMBER 1995.
"Investors can take comfort in Mr. Bonnel's previous tenure as a manager of the
MIM Stock Appreciation Fund, where he doubled his clients' money over five
years, and earned the fund's top rating from Morningstar, Kiplinger's, and
Investor's Business Daily." INDIVIDUAL INVESTOR, DECEMBER 1995
"Bonnel was highly successful at managing the MIM Stock Appreciation Fund and is
on the road to doing the same thing with his new fund and is an excellent choice
for almost any portfolio." WILLIAM DONOGHUE, DAILY JOURNAL OF COMMERCE,
SEPTEMBER 1995.
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*For a free prospectus containing charges and expenses, call (800) 873-3639.
Please read the prospectus carefully before investing. Past performance is no
guarantee of future results. Investment principal may vary and you may have a
gain or loss when you sell shares. U.S. stands for United Services. U.S. Global
Investors, Inc., is a registered investment advisor that renders investment
advice to the United Services Family of Funds, a collection of 13 no-load mutual
funds. The U.S. World Gold Fund and the Bonnel Growth Fund reflect total returns
with all dividends reinvested. The Russell 2000 and S&P 500 are unmanaged
indexes. The Rusell 2000 is considered to be representative of the broad
small-cap market. The S&P 500 is representative of the st ock market. Chart
Source: Micropal. Chart performance as of 9/30/96. U.S. World Gold Fund
performance for the 1, 5, and 10 year is as follows: 28.69%, 18.85%, and 7.49%.
The Bonnel Growth Fu nd's performance for one y ear as of 9/30/96 is 21.11% and
35.22% since inception (10/17/94).
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[GRAPHIC: Photo of the world]
Meet two
highly specialized
portfolio managers
on CD-ROM
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[GRAPHIC: WATERMARK OF CD ROM]
DID YOU PICK UP YOUR U.S. GLOBAL INVESTORS' CD-ROM AT THE ANNUAL ADVISOR AND
PLANNER CONFERENCES?
It is an essential tool for those financial advisors and planners searching for
quick and convenient access to detailed portfolio management information. With a
simple click of the mouse, you can immediately watch and listen to our managers
discuss their funds.
You can benefit from our:
* Portfolio Management Experience
* Specialized Research Team
* Management Style & Strategies
* Investment Criteria
* Sell Disciplines
* Market Insights
- ----------
Take advantage of this high-tech method of accessing portfolio management
information and mail the attached card or call (800) 873-3639. We will send you
this free CD-ROM immediately!
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In addition to convenience, the U.S. Global Investors' CD-ROM provides insights
from two of the leading portfolio managers in their investment areas. They
include:
(MOUNTAIN GRAPH PLOTTED FROM DATA IN TABLE BELOW)
<TABLE>
<CAPTION>
FIDELITY
U.S. WORLD USAADINV: SEL:AMER
GOLD FUND GOLD GOLD
---------- -------- --------
<S> <C> <C> <C>
9/30/91 10000 10000 10000
10/31/91 11009.77 10546.88 10767.44
11/29/91 11074.92 10673 10744.19
12/31/91 10597.18 10376.94 10542.64
1/31/92 10857.76 10550.94 10798.45
2/28/92 10705.75 10266.21 10465.12
3/31/92 9956.569 9649.287 9751.938
4/30/92 9011.944 9222.188 9255.814
5/29/92 9739.414 9791.654 9914.729
6/30/92 10304.02 10076.39 10558.14
7/31/92 10901.19 10630.03 11224.81
8/31/92 10640.61 10376.94 11015.5
9/30/92 10640.61 10329.48 10953.49
10/30/92 10206.3 9965.658 10627.91
11/30/92 9402.823 9090.999 9728.683
12/31/92 10097.72 9552.176 10217.06
1/29/93 9619.978 9265.611 10023.26
2/26/93 10401.74 10013.86 10968.99
3/31/93 11606.95 11223.81 12201.55
4/30/93 13300.76 13022.8 13744.19
5/31/93 15092.29 14487.47 15271.32
6/30/93 15841.48 14662.59 16162.79
7/30/93 18827.36 16095.42 17449.61
8/31/93 17339.85 14184.98 16542.64
9/30/93 15168.3 12656.63 14782.95
10/29/93 17665.58 14216.82 16992.25
11/30/93 17339.85 13882.5 17007.75
12/31/93 19163.95 15124.31 18255.81
1/31/94 19826.28 15188.06 18263.57
2/28/94 18794.79 14423.08 17565.89
3/31/94 18827.36 14646.2 17992.25
4/29/94 17318.13 13450.92 16472.87
5/31/94 18143.32 14072.46 17186.05
6/30/94 16970.68 13450.92 16341.09
7/29/94 16992.4 13642.68 16100.78
8/31/94 17774.16 14408.59 16860.47
9/30/94 18838.22 15940.4 18333.33
10/31/94 18056.46 14823.45 17007.75
11/30/94 15559.18 13100.17 14992.25
12/30/94 15917.48 13706.51 15434.11
1/31/95 14241.96 11935.35 13821.71
2/28/95 14546.6 12541.69 14294.57
3/31/95 16222.12 14025.63 16488.37
4/28/95 16668.2 14233.07 16426.36
5/31/95 16635.56 14360.72 16767.44
6/30/95 17201.33 14376.67 17000
7/31/95 17952.05 14584.11 17457.37
8/31/95 18441.65 14504.32 17496.12
9/29/95 18430.77 14472.41 17488.37
10/31/95 16537.64 12733.17 15379.85
11/30/95 17952.05 13945.85 16806.2
12/29/95 18452.53 14260.74 17162.79
1/31/96 21433.66 17103.3 20209.3
2/29/96 22010.3 17326.88 21015.51
3/29/96 23185.34 17215.09 21519.38
4/30/96 23903.42 17135.24 22031.01
5/31/96 26340.55 17758.05 24434.11
6/28/96 23109.18 15426.51 20984.5
7/31/96 22391.1 15043.24 20596.9
8/30/96 24436.54 15650.08 22697.68
9/30/96 23718.46 14644 22279.07
U.S. World Gold Fund $23,718.46
Fidelity Sel:Amer Gold $22,279.07
USAA Inv:Gold $14,644.00
</TABLE>
A $10,000 investment in
the U.S. World Gold Fund
is worth $23,718.45 today.
VICTOR FLORES - MANAGER OF THE U.S. WORLD GOLD AND U.S. GOLD SHARES FUNDS*
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ART BONNEL -
MANAGER OF THE BONNEL GROWTH FUND*
(MOUNTAIN GRAPH PLOTTED FROM DATA IN TABLE BELOW)
<TABLE>
<CAPTION>
Bonnel Russel
Growth S&P 500 2000
------ ------- ------
<S> <C> <C> <C>
10/31/94 10000 10000 10000
11/30/94 10019.98 9636.265 9595.9
12/30/94 10079.92 9779.018 9852.782
1/31/95 9849.464 10032.44 9728.34
2/28/95 10480.71 10423.04 10133.33
3/31/95 10931.6 10730.11 10307.02
4/28/95 11412.55 11045.84 10536
5/31/95 11582.89 11486.65 10717.2
6/30/95 12665.03 11752.99 11273.15
7/31/95 14107.88 12142.57 11922.48
8/31/95 14238.14 12172.88 12169.22
9/29/95 14859.37 12686.31 12386.57
10/31/95 14508.67 12640.98 11832.65
11/30/95 14789.23 13195.27 12329.67
12/29/95 14638.38 13449.45 12654.92
1/31/96 14428.51 13906.67 12641.28
2/29/96 15016.15 14036.05 13035.31
3/29/96 15719.21 14171.18 13300.58
4/30/96 17587.05 14379.92 14011.76
5/31/96 19066.63 14750.14 14563.97
6/28/96 17534.58 14806.38 13965.97
7/31/96 15719.21 14152.59 12746.18
8/30/96 16548.19 14451.57 13486.22
9/30/96 17996.29 15264.21 14013.27
Bonnel Growth Fund $17,996
S&P 500 $15,264
Russell 2000 $14,013
</TABLE>
A $10,000 investment in the
Bonnel Growth Fund is worth
$17,996 today.
If you received your CD-ROM, get the most current portfolio information and
contact us with the attached card or call us at (800) 873-3639 for your
financial advisor and planner kits today.
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UNITED SERVICES FUNDS
PO BOX 781234
SAN ANTONIO TX 78278-9971
