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.
+9.99% p.a
Annualised Return Since Inception (net of fees) as at 31 July 2026
+149.01%
Total Return Since Inception (net of fees) as at 31 July 2026
$1.4548
NAV Unit Price as at
31 July 2026
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 2026 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
1.
2.
3.
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.
Latest Insights
Woodside Energy: The Price Did the Work in 2026. Scarborough Has to Do It Next
By Sid Ruttala Large cap investing rarely rewards the most exciting story in the market. More often it rewards a clear answer to three questions. What is already in the price? What is the market underestimating? And can the business keep...
From Kharg Island to Your Mortgage: How an Oil Shock Became a Rate Rise
Most Australians could not find Kharg Island on a map. It is a strip of rock in the Persian Gulf, roughly 32 kilometres off the Iranian coast, and it handles close to 90 per cent of Iran's crude oil exports. Almost nobody paying down a mortgage in...
Goodman Group’s FY26 Result Was Fine. What Investors Actually Own Has Changed
By Sid Ruttala There is a particular problem with owning a company that is quietly turning into something else. The results keep arriving in the familiar format. The index still files it under the old sector. The valuation conversation carries on...
Everyone Owns the Boom. Almost Nobody Owns the Bottleneck: Five Global Stocks Building What AI Actually Runs On
By Robert Swift Every technology mania eventually meets a loading dock. For global AI infrastructure stocks, that moment has arrived. The first phase is always the exciting one. Models, chips, demonstrations, conference keynotes delivered in a...
BHP FY26: The Copper Pivot Arrives, and a US$2.3 Billion Reminder Comes With It
By Sid Ruttala For most of the past twenty years, owning BHP Group Limited (ASX: BHP) meant owning iron ore. Everything else was a portfolio garnish. Investors could argue about copper, coal, oil or potash, but the cash came out of the Pilbara and...
CSL FY26: A US$2.6 Billion Loss, a 17 Per Cent Rally, and What the Market Actually Bought
By Sid Ruttala Large cap investing produces very few moments where the reported number and the share price move in opposite directions with such conviction. On 18 August, CSL Limited (ASX: CSL) reported a statutory net loss after tax of US$2.6...
Get access to the TAMIM's Top Three ASX Takeover Targets
Invest via TAMIM Fund
Invest via IMA
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.