Global Equities
Global High Conviction
+14.00% p.a
Annualised Return Since Inception (net of fees) as at 28 February 2025
+492.73%
Total Return Since Inception (net of fees) as at 28 February 2025
$1.5798
NAV Unit Price as at
28 February 2025
30 June 2019
Inception
APIR Code
About the Global Equities Fund
- 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.
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
Fund Performance
Reports & Factsheet
Reports
| Monthly Report | |
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January 2025 Factsheet
Investment Philosophy and Process
Resources
| Webinar Videos | Webinar Snippets | Whitepapers |
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Fund Facts
Investment Parameters
| Management Style: | Active |
| Investments: | Global Equities |
| 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 |
| 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:
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