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  • The Baltics

    • Fastest growing countries in the EU for the past three years
    • Business friendly; robust legal and regulatory environment
    • Highly-educated, technologically skilled workforce
         
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  • India

    • World largest democracy
    • World’s largest—and fastest growing—middle class
    • 4th strongest nation in purchasing power globally
    • Forecasted GDP growth: 25% (2013-2017)
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DMS Funds seeks to provide investors with access to the investment opportunities of developing markets through mutual funds based on established stock exchange and sector indexes.

CALL NOW TO SPEAK WITH A DMS FUNDS ADVISOR: 855.DMS.4900

"We applaud DMS Funds for being the first company to launch a mutual fund in the U.S. based on the OMX  Baltic Benchmark." Robert Hughes
Vice President,
NASDAQ OMX Global Indexes

Emerging Markets

Considered the growth engines of the global economy

Emerging markets are nations experiencing rapid industrialization and economic growth... Read More

Frontier Markets

Viewed by many as the next generation of global economic growth
Frontier, or pre-emerging, markets is the term used to describe those countries with investable stock markets, but with lower... Read More

Index Funds

Widely considered the most efficient means of accessing the world’s investment opportunities
Accessing the global economy’s wealth of investment opportunities is extremely difficult. Index funds provide investors... Read More

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NASDAQ

May 22, 2015

Frontier Markets: Trinidad and Tobago

One of the best things I like about my job is exploring, both by reading and visiting, countries that aren’t just developing, but that are begging for that moniker.

One such country I recently read about in Site Selection Magazine is Trinidad and Tobago. According to the magazine’s latest edition, that country won an award for having one of the “Top Global Investment Promotion Agencies.” That piqued my interest and so I had to visit the website. I was pleasantly surprised.

No, the country doesn’t have a stock market and so is off limits, so to speak, to retail investors, but not to Foreign Direct Investing. Upon reading the information, I found out that the country has an unemployment rate of 3.8%, that the GDP per capita is north of $20,000, and that they have been given an investment grade rating of “A” by Standard and Poors.

Crude oil and liquefied natural gas are their main exports, probably because they are only six miles off the coast of Venezuela. And yes, they play cricket! Their manufacturing sector is dominated by the Food and Beverage sector at 53%, and a quick scan through the large global players showed one of my favorites, Coca Cola (KO).

As I have always maintained, if you want to know where to invest in the Developing World, follow Coca Cola! If you have time, and it’s Friday I’m sure you do, check out their website at www.investt.co.tt. Very interesting.

 

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There is no guarantee that any investment will achieve its objectives, generate positive returns or avoid losses.

Investors should carefully consider the investment objectives, risks, charges and expenses of the DMS family of funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at www.dmsfunds.com or by calling 855-367-4900. The prospectus should be read carefully before investing. The DMS family of funds are distributed by Arbor Court Capitol, LLC., member FINRA.

DMS Advisors, Inc., is not affiliated with Arbor Court Capitol, LLC.

Investments in Mutual Funds involve risk including possible loss of principal.

The Fund may invest in developing markets, composed of companies that are typically smaller and younger and therefore more volatile and riskier than established markets. Investment in developing markets could result in loss of principal. Single country (India), developing market risks involve the chance that world events, such as political upheaval, financial troubles, or natural disasters, will adversely affect the value of the securities issued by companies in individual foreign countries or regions.

Investing in mid or small cap companies can be considered riskier than investing in large cap companies. In addition, the size of companies comprising the Index, although midcap by India standards, would be considered small cap in the U.S. Currency risk involves the chance that the value of a foreign investment, measured in U.S. Dollars, will decrease due to unfavorable change in currency exchange rates.

Non-diversified fund status. Under the United States Investment Company Act of 1940 (the “1940 Act”), the Fund has elected to be classified as a “non-diversified” fund. Generally speaking, a diversified investment portfolio (spread among many investments with no substantial concentration in any one investment) is not as risky as a non-diversified portfolio.

Under SEC rules, the Fund is non-diversified and invests more than 5% of its total assets in one stock. Furthermore, the Fund invests in a single industry, the banking industry, and seek to replicate the India Bank Index. The concentration of a non diversified portfolio, investing only in banking stock, generally carries more volatility and risk than a diversified fund.