Global Equities
Global High Conviction
Unlock Global Opportunities with TAMIM’s Global High Conviction Strategy Discover the TAMIM Fund: Global High Conviction unit class, a portfolio of global equities from major developed global exchanges such as the NASDAQ, S&P 500, NYSE, FTSE and the TOPIX . Our systematic and consistent approach to stock selection and portfolio construction aims to deliver robust risk-adjusted returns while prioritising wealth preservation.
+13.61% p.a
Annualised Return Since Inception (net of fees)
+411.97%
Total Return Since Inception (net of fees)
$1.4364
NAV Unit Price as at
30th April 2024
31 July 2011
Inception
APIR Code
CTS5590AU
About the Global Equities Fund
Achieve Long-term Growth within Defined Risk Parameters
Our investment objective is to attain a high real rate of return over the long-term while adhering to acceptable risk parameters. Through a diversified portfolio of global listed companies, we aim to outperform global equities’ benchmark returns over the long term. Delft Partners’ belief in the inefficiency of equity markets drives our active approach to value addition.
Investing with Precision
We focus on segments and sectors with favourable risk-adjusted returns, using a disciplined and systematic approach. Our quantitative model (PAR) screens the investable universe, and our extensive experience in stock analysis filters the most attractive candidates for the portfolio.
Diversified international shares
- Diversified international shares, for exposure to unique market segments and global companies.
- Flexible investment mandate capable of transitioning to cash when needed.
- Managed by Robert Swift and the experienced Delft Partners team using the proven PAR based investment process.
- Risk-aware and long-term approach to global investing.
- Focused portfolio featuring innovative and attractive global companies.
All investments carry risk
While we cannot outline every potential risk, detailed information is available in the relevant information memorandums and additional information booklets.
The Portfolio Manager: Robert Swift
Robert Swift, CFA manages the Global High Conviction Strategy at TAMIM Asset Management through Delft Partners, an active global equity manager. With over 35 years in the global investment industry, he brings a wealth of experience from managing funds in Sydney, Boston, USA, and London, UK. Robert also serves on the investment committee at the Count Charitable Foundation in Australia and on the investment committee for a Dubai based asset allocation wealth manager.
Fund Performance
Reports & Factsheet
Reports
Monthly Report | |
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Factsheet
Discover further details about the fund's investment strategy, the investment team, and the investment process.
Investment Philosophy and Process
Learn about the fund investment philosophy and process.
Fund Facts
Investment Parameters
Management Style: | Active |
Investments: | Global Equities |
Investable universe: | MSCI World Net Total Return Index |
Number of securities: | 80-110 |
Single security limit: | +/- 5% relative to Investable Universe |
Country/Sector limit: | +/- 10% relative to Investable Universe |
Market capitalisation: | US$2+bn |
Derivatives: | No |
Leverage: | No |
Portfolio turnover: | Typically < 25% p.a. |
Cash level: | 0-100% (typically 0-10%) |
Fund Profile
Investment Structure: | Unlisted Unit Trust available to wholesale or sophisticated investors |
Minimum Investment: | $100,000 |
Management Fee: | 1.00% p.a. |
Admin & Expense Recovery: | Up to 0.35% |
Performance Fee: | 20% of performance in excess of hurdle |
Hurdle: | MSCI World Net Total Return Index |
Fee Cap: | 2% of total FUM |
Entry/Exit Fee: | Nil |
Buy/Sell Spread: | +0.25% / -0.25% |
Applications: | Monthly |
Redemptions: | Monthly with 30 days notice |
Investment Horizon: | 3-5+ years |
Distributions: | Annual |
Investor Profile
The TAMIM Global Equity High Conviction Portfolio suits investors who:
1.
Seek diversification beyond the Australian economy.
2.
Prefer a risk-aware approach to global investing.
3.
Value higher customer service standards.
4.
Embrace a long-term investment horizon of at least five years, acknowledging potential price variation during that period.
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Invest via IMA
The TAMIM Global High Conviction strategy is available as an Individually Managed Account (IMA). Please see the Strategy Summary for terms or request Investment Documentation via form.