TEMPERED GLOBAL VALUE FUND

The Fund implements our value investing philosophy on a global basis. The investment objective is to achieve absolute long-term capital appreciation while minimizing the risk of capital impairment.

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

We are honoured to have the Fund recognized as Best Global Equity Fund Over Five Years by 2021 Refinitiv Lipper Fund Awards Canada. For more information, visit here.

fund information

Series A - TEM101 (for Tempered accounts)

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

Series M - TEM121 (for institutional accounts)

Availability

Series A - Direct from Tempered. Dedicated for residents of BC & ON

Series F - Through registered dealers (except NL)

Series M - Direct from Tempered. Dedicated for institutional investors

CIFSC Category: Global equity

Pricing: Monthly, last business day

Redemptions: 45 days notice

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

Service Partners

TSX Trust

SGGG Fund Services

CIBC Mellon Global Securities Services

Raymond James Correspondent Services

Smythe LLP

Borden Ladner Gervais LLP

TEMPERED GLOBAL VALUE FUND

fund information

Awards & RECOGNITIONS