TEMPERED GLOBAL VALUE FUND


The Fund is sold by offering memorandum, not by prospectus, and is therefore available to accredited investors only, as defined by the provincial regulators.



The Fund implements our value investing strategy on a global basis. The investment objective is to provide long-term capital appreciation and preserve capital by investing in a concentrated portfolio of primarily common shares of global securities.



FUND INFORMATION

Series A - TEM101 (for Tempered accounts)

Series F - TEM 111 (for fee-based advisor accounts) 


Management fee

  • Series A - 1.50% & capped expenses
  • Series F - 1.00% & capped expenses

Performance fee

  • Yes, both series

Availability

  • Series A - Residents of BC & ON only
  • Series F - Canadian residents (except NL)


CIFSC Category: Global equity

Pricing: Last business day of the month

Redemptions: 45 days notice

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SERVICE PARTNERS

CIBC Mellon Global Securities Services

SGGG Fund Services Inc

Smythe LLP

TSX Trust

Borden Ladner Gervais LLP


TGVF - September 2019 - Series A (pdf)

Download

TGVF - September 2019 - Series F (pdf)

Download

Disclaimer

The purpose of this website is to provide information regarding Tempered Investment Management Ltd. and our investment strategy. The information on this site, including any linked documents and the site itself, is neither an offer to sell securities nor a solicitation to sell securities. The offer and sale of securities in the United States is not permitted. 


Tempered Investment Management Ltd. is the manager for Tempered Global Value Fund. Units of the Funds are sold only to accredited investor residents in Canada, or certain other investors qualified under particular regulatory exemption. Fund investors should seek advice from an investment advisor, and read the Fund's Offering Memorandum throughly, before investing.