TEMPERED GLOBAL VALUE FUND

TEMPERED GLOBAL VALUE FUND

TEMPERED GLOBAL VALUE FUND

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.



The Fund is offered without a prospectus. Therefore, it is only available to qualified investors that meet the conditions of various prospectus exemptions under Canadian securities law. 

FUND INFORMATION

TEMPERED GLOBAL VALUE FUND

TEMPERED GLOBAL VALUE FUND

Series A - TEM101 (for Tempered accounts) 

Series F - TEM111 (for fee-based advisor accounts)

Series M - TEM121 (for institutional accounts)

Management fee

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

Performance fee

  • Yes, all series

Availability

  • Series A - Direct from Tempered. Intended for residents of ON & BC.
  • Series F - Through dealers (except NL).
  • Series M - Direct from Tempered. Intended for institutional investors.


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 Jan 2020-Series A (pdf)

Download

TGVF Jan 2020-Series F (pdf)

Download

TGVF Jan 2020-Series M (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. 


Tempered Investment Management Ltd. is the manager for Tempered Global Value Fund. Units of the Funds are sold predominantly to accredited investor residents in Canada. Fund investors should seek advice from an investment advisor, and read the Fund's disclosure documents throughly, before investing.