Mutual Funds

Temple Financial Group introduced its first fund, the Temple Mortgage Fund over 11 years ago in January 1996.  The Temple Financial Group has since added an additional five (5) investment funds giving our clients the opportunity to benefit from diversifying their portfolio using high quality, professionally managed investments.

Investors in our funds have access to over 5000 of the worlds most sought after investment managers.  Our customized portfolios allow each investor to choose from the highest quality portfolio components to meet their own specific investment goals and risk tolerances.  In many cases these managers would require high minimum investment levels that would not be reasonable for individual investors and in many instances, individuals would not have direct access to these investment managers.  These funds and portfolio management solutions are engineered to give each Investor an opportunity to enhance their own portfolio’s performance and reduce volatility through increased diversification.

 Mutual
Fund

Investment
Goal

 Temple Mortgage Fund

 High Yield over a
Medium to Long Term

Temple Signature Series Funds:
US Fixed Income Fund

 Current Income over a
Medium Term

Temple Signature Series Funds:
International Equity Fund

 Capital Gain over a
Medium to Long Term

Temple Signature Series Funds:
US Large Cap Core Equity Fund

 Capital Gain over a
Medium to Long Term

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

 Capital Gain over a
Long Term

Temple Liquid Reserve Fund

 Income with Liquidity
and Preservation of Capital

The Temple Financial Group in its entirety is insured by a major multi-national insurance consortium, audited by a major international auditing firm and is licensed in the Turks & Caicos Islands by the British-appointed FSC.

Contact Us for further information on any of our Mutual Funds.