How can I invest in the Merk Mutual Funds?

Please read the prospectus carefully before you invest.

There are 3 ways to invest in the Funds:

1. Invest directly with Merk Mutual Funds

Open an Account Now
(a separate browser window will open)

If you prefer to fax or mail your application, please download the application form.

2. Invest through a broker

The Fund has distribution agreements with a number of dealer firms; please click here for a list of these brokers.

The Fund is available through select non-transaction fee platforms. We are proud to be available through:

Schwab's Mutual Fund OneSource® Service *
(a separate browser window will open)

Fidelity's FundsNetwork® No Transaction  Fee Funds **
(a separate browser window will open)

We are proud to have Euro Pacific Capital, Inc., a full service NASD member broker/dealer, offer the Merk Mutual Funds. Euro Pacific specializes in international investments and provides investment advice to those seeking help building a global portfolio. Click here to learn how Euro Pacific can help you invest in the Merk Hard Currency or the Merk Asian Currency Fund.

If your broker's firm does not have a distribution agreement with the Fund of your interest or has not yet enabled trading for the Fund, encourage your broker to call (866) MERK FUND to learn the steps necessary to establish trading. Alternatively, you may contact us to approach your broker. Your broker will need to know the Fund's ticker symbol which is MERKX for the Merk Hard Currency Fund and MEAFX for the Merk Asian Currency Fund. Transaction fees may apply to invest through a broker.

3. Invest through your investment advisor

If you have your assets managed by an investment advisor, please tell him or her about the Merk Funds. Encourage your investment advisor to contact us to learn more about the Funds and how we can be of assistance to investment advisors.

Minimum Investment

As an initial investment, a minimum of $2,500 is required for standard accounts. A minimum investment of $1,000 is required for traditional and Roth IRA accounts, accounts with systematic investment plans, and qualified retirement, pension or profit-sharing plans. Minimum additional investments are $100.

How do I get more information?

If you have any questions, please read the Shareholder FAQ.

* Charles Schwab & Co., Inc., member of SIPC, receives remuneration from fund companies for record keeping, shareholder services and other administrative services for shares purchased through its Mutual Fund OneSource service. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

** Other fees and expenses, including those that apply to a continued investment in the fund, are described in the fund's current prospectus. Fidelity Brokerage Service LLC or its brokerage affiliates may receive remuneration for providing certain recordkeeping or shareholder services to these fund companies. Fidelity reserves the right to change a  transaction fee under certain circumstances for funds otherwise available without paying such a fee to Fidelity. See the commission schedule for complete details. Funds may be removed from the NTF program at any time, please check Fidelity.com or contact a representative before making a purchase. Fidelity Brokerage Services, Member NYSE/SIPC.