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Memorial


Memorial Value Equity Inst. is a mutual fund that was setup for long term capital gains.
The investment seeks long-term capital appreciation on its investments in various equity. The fund normally invests at least 65 percent of assets in common stocks of domestic companies. It also seeks to invests mainly in medium and large companies that the advisor of the fund believes are undervalued with relation  to comparable stocks based on Profit to Earnings ratios, cash flows, and other measures. The fund may also invest in preferred stocks and investment-grade convertible securities. It may engage in futures contracts and options for hedging purposes. The initial minimum investment in this fund is 2000 Dollars. There is no minimum subsequent investment.
 
Memorial Growth Equity Fund seeks long-term capital appreciation. The fund normally invests at least 65 percent of assets in common stocks of domestic companies. It invests primarily in medium and large companies. The advisor to the fund believes that the fund has a strong growth potential and the fundamental characteristics of the fund are significantly better than the market average. The fund may also invest in preferred stocks and investment-grade convertible securities. It may engage in futures contracts and options for hedging purposes. The minimum initial investment is 2,000 dollars with no minimum subsequent investment.
 
Memorial Government Bond seeks income consistent with maximum credit protection and moderate fluctuation in principal value. The Memorial Government Bond fund normally invests at least 90 percent of assets in fixed and various rate U.S. government securities, including zero-coupon bonds and mortgage-backed securities. It may invest the balance of the fund in corporate debt. The fund may invest no more than 25 percent of its assets in securities issued or guaranteed by any single agency or instrument of the U.S. government, except for the U.S. Treasury. It may use options and futures contracts for hedging purposes as well.
 
The fund is managed by fund managers who have years of experience in the investment industry and work diligently to ensure the maximum returns on your investment at the same time choosing investment options that offer the maximum safety for your investment.

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