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GIPS® COMPLIANCE

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ICON Advisers, Inc. (“ICON”) is a registered investment adviser incorporated in 1991. ICON uses a disciplined, objective, non-emotional methodology to identify industries and sectors that our methodology suggests are underpriced relative to our calculation of intrinsic value. ICON utilizes sector and industry rotation to invest in U.S. and foreign securities of any market capitalization. ICON offers its disciplined, objective, non-emotional methodology across a wide range of portfolio solutions, including tactical fund allocation portfolios, diversified and sector mutual funds, as well as diversified and concentrated separate accounts.

ICON claims compliance with the Global Investment Performance Standards (GIPS®). The periods prior to January 1, 1995 have not been verified. To receive a complete list and description of ICON’s composites and/or a presentation that adheres to the GIPS® standards, please call 1-800-828-4881 or visit www.InvestwithICON.com. Additional information regarding ICON’s policies for calculating and reporting returns is available upon request.

This verification illustrates ICON's commitment to fair representation and full disclosure, as well as consistency and comparability of investment management performance. It also represents our focus on helping investors to make valid performance comparisons.


To receive a list and descriptions of ICON’s active composites and/or a presentation that adheres to the GIPS-PPS, see below.

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Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor

ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this Website is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.


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CONTACT ICON | 1-800-828-4881 | info@InvestwithICON.com     LOCATION | 5299 DTC Boulevard, 12th Floor | Greenwood Village, CO 80111

© 2016 ICON AdvisersSM All rights reserved.