Temple Signature Series Funds:
US Small/Mid Cap Equity Fund

Mandate

The US Small/Mid Cap Equity Fund has diversified the portfolio management in the following manner:

  1. Multi-Capitalization program focused on investments in those growth company stocks that have the potential for rapid earning and or cash flow growth
  2. Fundamental strategy focusing on opportunities to invest in companies at valuations materially below their long term intrinsic value that result from temporary information and liquidity inefficiencies in the marketplace
  3. A relative value approach emphasizing on top down sector selection with bottom up fundamental security selection

The Fund is designed for investors seeking capital gain over a long term horizon.

Historical Return (as at 09/30/07)

 

 QTR

YTD

TRAILING
12 MNTHS

TRAILING
3 YRS

TRAILING
5 YRS

TRAILING
7 YRS

 -0.67

9.61

18.60

18.73

24.06

16.42

Contact Us for more information on the Temple Signature Series US Small/Mid Cap Equity Fund.