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.

+13.58% p.a

Annualised Return Since Inception (net of fees) as at 30 September 2024

+437.64%

Total Return Since Inception (net of fees) as at 30 September 2024

$1.4342

NAV Unit Price as at
30 September 2024

31 July 2011

Inception

APIR Code

CTS5590AU

About the Global Equities Fund

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

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.

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