Global Equities
Global High Conviction
Investor Updates
Below you will find the monthly commentary and portfolio update for the Global High Conviction unit class of the TAMIM Fund.
Investor Updates
2024
| Monthly Report | |
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January 20242023
2022
2021
2020
2019
2018
2017
Individually managed account returns will, by their nature, vary from the underlying portfolio. Your individual IMA returns can be found by logging in on the TAMIM website.
Note: The reporting for the TAMIM Global High Conviction portfolio was previously a combined document with all TAMIM monthly reports. From the December 2018 report onward they have been split out into their own individual reports.
TAMIM Whitepapers
Latest Edition
The whitepaper discusses the new framework. That is, the trends that we think will impact the markets over the coming decades. We categorise these as being the 5 D’s framework formulated by TAMIM Global High Conviction fund manager, Robert Swift. The 5 Ds are as follows:
- Debasement (Inflation)
- Debt
- Demographics
- Deglobalisation Decarbonisation
Download Latest Edition of TAMIM 5Ds Framework Whitepaper
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 |
Invest via TAMIM Fund
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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.