Turner US Quantitative Broad Market Equity Fund - Class I Dollar
The investment philosophy for the Turner US Quantitative Broad Market Equity Fund is that consistent out-performance relative to the Russell 3000 Index over a full market cycle may best be achieved by identifying the characteristics that are consistently predictive of future price out-performance by sector, and by investing in the companies that currently exhibit these predictive characteristics. The Fund's stock selection process is 100% quantitative, and is based on the Turner Investment Partners, Inc.'s proprietary quantitative model.
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Profile Investment Objective To achieve an average rate of return which exceeds the Russell US 3000 Index over a full market cycle (i.e. a 3 to 5 year rolling cycle). Investment Process The Turner US Quantitative Broad Market Equity Fund's investment process involves the use of four steps: Step One
Step Two
Step Three
Step Four
Inception Date Composition
Top Holdings as of July 31, 2010
† Based on Market Value Complete Holdings These holdings are not recommendations and we may no longer hold these securities. Performance:
Growth of a $10,000 Investment
Risk Disclosure Turner US Quantitative Broad Market Equity Fund (the "Fund"), is a sub-fund of Turner Funds plc (the "Company") which is an umbrella type open-ended self managed investment company with variable capital incorporated on 22 April 2008 with limited liability under the laws of Ireland with registered number 456419 and segregated liability between sub-funds. The Company is authorised in Ireland by the Financial Regulator pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2003 (S.I. No. 211 of 2003), as amended. Accordingly, the Company is supervised by the Irish Financial Services Regulatory Authority.
Nothing presented should be construed as a recommendation or advice to any prospective investor in relation to the subscription, purchase, holding or disposition of shares in any fund. An investment in the Fund involves risk and your attention is drawn to the section headed "Risk Warnings" of the Prospectus. There can be no guarantee that the Fund¹s investment objectives will be achieved or that shares, when redeemed, will be worth more than when they were purchased. An investment should only be made by those persons who could sustain a loss on their investment. Past performance is not a guide to future returns and investors may not get back the full amount invested. This document is intended for informational purposes only and does not constitute investment advice or solicitation. Where Turner International Ltd. or Turner Investment Partners, Inc. has expressed views and opinions, these are our present opinions only and are subject to change.
The Fund is offered solely to non-US investors under the terms and conditions set forth in the Fund¹s prospectus. A free prospectus, which contains important information about the Fund, can be obtained from www.turnerfundsplc.com
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