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Adelante Funds


Adelante U.S. Real Estate Securities Fund is an open-end, no-load mutual fund that provides access to Adelante Capital Management's expertise in real estate securities portfolio management through a daily valued investment vehicle with low minimum investment
thresholds.

The principal risks of investing in the Fund are risks generally associated with investing in stocks and risks specific to investing in the real estate industry. Real estate investing involves special risks, including interest rate fluctuation, credit risk, liquidity risk and the impact of varied economic conditions on real estate values and occupancy rates. Some real estate securities, including REITs, have limited diversification and are, therefore, subject to risks inherent in operating and financing a limited number of projects, including greater market fluctuations.

Adelante offers three distinct strategies suitable for a wide range of goals in real estate securities investment. Adelante can also work with clients to customize an existing strategy or engineer a new one to meet specific objectives. Customizedstrategies may entail targeting a particular region or property type to round outa client's private real estate portfolio.

Total Return Strategy seeks high current return and long-term capital growth byinvesting in a diversified portfolio of companies that are undervalued relative to real estate value. Select Equity Strategy focuses on a concentrated basket of real estate securities selected for greatest potential performance. Core plus Strategy provides investors access to a core portfolio of institutional grade real estate securities.

Investors can access the Total Return, Select Equity and Core Plus Strategiesthrough various investment vehicles including separate accounts, mutual funds, managed accounts and managed multiple strategy portfolios via a wrap program.

In Total Return Strategy, Adelante’s flagship product, has outperformed its benchmark nine out of the eleven years since inception, November 10, 1993; through December 31, 2005, Total Return Strategy's annualized return, net of fees, is 15.8 percent compared to 13.4 percent for the Dow Jones Wilshire REIT Index. Past performance is no guarantee of future results and investments entail the potential for loss as well as gain.

Adelante recognizes that, as a small employee-owned investment managementfirm, its people are the keys to its success. Adelante is committed to a workenvironment where exceptional professionals with an entrepreneurial spirit cangrow and prosper while delivering outstanding client care, superior performanceand solid operations.  

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