Australia All Cap - Australian Equities
The TAMIM Australia All Cap strategy is one of our Australian investment funds designed to invest in quality Australian equities using both value and growth principles. With the flexibility to buy Australian equities of all sizes — large, mid or small caps — our portfolio is tailored to deliver consistent investment returns.
+14.85% p.a
Annualised Return Since Inception (net of fees) as at 31 October 2025
+239.61%
Total Return Since Inception (net of fees) as at 31 October 2025
$1.9841
NAV Unit Price as at
31 October 2025
Dec 2016
APIR Code:
About Fund
Maximise Returns
Our objective is to generate absolute returns surpassing long-term equity market returns. We manage portfolio risk by maintaining elevated levels in cash if attractive investments are not available. We seek out segments and sectors offering the best risk-adjusted returns, identifying robust companies and industries.
Meticulous approach to identify strong investment opportunities
Our investment process is disciplined and meticulous, enabling us to identify strong investment opportunities. We uphold a highly process-oriented and patient approach to portfolio and risk management, which is integral to the success of our Australian investment funds.
Investment Fund managed by Ron Shamgar
- Proven investment process.
- Flexible and unconstrained investment mandate across the ASX.
- Long-term and risk-averse approach.
- Aims to generate superior returns over the long-term.
- Offers downside protection with long put option positions.
All investments carry risk
While we cannot address every potential risk, comprehensive details are available in relevant information memorandums and additional information booklets.
Portfolio Manager: Ron Shamgar
Ron Shamgar has successfully managed TAMIM’s Australian equity portfolios for over five years, establishing himself as a top-performing fund manager. With over 20 years of active investing on the ASX, Ron’s passion for value investing and systematic approach to evaluating businesses shines through.
Fund Performance
Reports & Factsheet
Reports
January 2025 Factsheet
Discover further details about the fund's investment strategy, the investment team, and the investment process.
Investment Process
Resources
Fund Facts
Investment Parameters
| Management Style: | Active |
| Reference Index: | ASX 300 |
| Number of Securities: | 20-50 |
| Single Security Limit: | 10% (typically 5%) |
| Investable Universe: | ASX (focus on ASX300 ex20) |
| Market Capitalisation: | Any |
| Leverage: | No |
| Portfolio Turnover: | < 25% p.a. |
| Cash Level: | 0% - 100% (typically 5 - 30%) |
Fund Profile
| Investment Structure: | Unlisted Unit Trust (available to wholesale investors) |
| Minimum Investment: | $100,000 |
| Management Fee: | 1.25% p.a. |
| Admin & Expense Recovery: | Up to 0.35% |
| Performance Fee: | 20% of performance in excess of hurdle |
| Hurdle: | Greater of RBA Cash Rate + 2.5% or 4% |
| 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
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Grow your wealth through Australian investment funds
Ready to invest with one of Australia’s top-performing, independently owned fund managers? Discover how our investment funds in Australian equities can deliver long-term growth, downside protection and the transparency you deserve. With our proven approach, you can navigate market cycles with clarity and confidence.
Contact our team to discuss your goals today and take the first step toward securing your financial future.
FAQs
What is the best investment in Australia?
The best investment in Australia depends on your financial goals, risk tolerance and time horizon. Many investors seek a balanced approach that combines income, growth and capital preservation.
For those aiming for long-term wealth creation, Australian equities — particularly when managed within professionally run Australian investment funds — can provide strong growth potential while offering diversification across sectors.
What is the best fund in Australia?
There’s no single “best” fund for everyone. It comes down to aligning your investment strategy with your personal objectives. Funds that combine a disciplined process, proven performance and strong risk management often stand out.
At TAMIM, our Australia All Cap Fund has consistently delivered competitive returns by blending value and growth investing within Australian equities.
What is the safest investment with the highest return in Australia?
In Australia, high-yielding term deposits and government bonds are considered among the safest, but they generally produce lower returns. Investors looking for higher potential returns with managed risk often turn to diversified Australian equity funds.
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The TAMIM Australia All Cap strategy is available as an Individually Managed Account (IMA). Please see the Strategy Summary for terms or request Investment Documentation via form.