Global High Conviction

Partner: Delft Partners
The TAMIM Fund: Global High Conviction unit class is a portfolio of global equities from major developed global exchanges. The portfolio holds 50-80 of the best ideas from our investment manager. The portfolio uses a systematic and consistent approach to stock selection and portfolio construction to deliver strong risk adjusted returns to our clients while focusing on attempting to preserve their wealth.
KEY FEATURES
  • A portfolio of international shares providing access to market segments and companies not available in Australia.
  • ​​Flexible investment mandate which is able to move to cash if required.
  • Selected and managed by Robert Swift  and the team at Delft Partners using their proven VMQ investment process.
  •  Risk aware  and long term approach to global investing.
  • A focused portfolio of the most attractive and innovative global companies.
INVESTMENT OBJECTIVE & STRATEGY
  • To achieve a high real rate of return over the long-term within defined risk parameters acceptable to Delft Partners through a diversified portfolio of global listed companies.
  • To achieve a positive return over the long term over and above that from global equities.
  • Delft Partners believes that equity markets are inefficient and good active managers can add value. 
  • We seek out the segments and sectors where we believe the best risk adjusted returns are available.
  • ​Investing in a disciplined and systematic way - the combination of our quantitative model (VMQ) to screen the investable universe and our wealth of experience to optimise and select the portfolio. 
Investor Profile:
The TAMIM Global Equity High Conviction Portfolio is designed for clients who:
  • seek diversification away from the Australian economy;
  • want a risk aware approach to global investing;
  • value a higher level of customer service; and
  • have a long term investment horizon of at least five years and accept the risk of price variation during that time.
APIR Code: CTS5590AU
INVESTMENT PARAMETERS

Management Style:

Active

Benchmark:

MSCI World Net Total Return Index

Number of securities:

80-100

Single security limit:

+/- 5% relative to Benchmark

Country/Sector limit:

+/- 10% relative to Benchmark

Investable universe:

MSCI World Net Total Return Index

Market capitalisation:

$2+bn

Derivatives:

No

Leverage:

No

Portfolio turnover:

Typically < 25% p.a.

Cash level:

0-100% (typically 0-10%)

 
PORTFOLIO PROFILE

Investment Structure:

Unlisted Unit Trust available to wholesale or sophisticated investors

Investments:

Global Equities

Minimum investment:

$100,000

Management fee:

1.00% p.a.

Administration & expense recovery fee:

Up to 0.35%

Performance fee:

20% of performance in excess of hurdle

Fee cap:

2% p.a.

Hurdle:

MSCI World Net Total Return Index

Buy/Sell spread:

+0.25%/-0.25%

Exit fee:

Nil

Applications/Redemptions:

Monthly

Investment Horizon:

3-5+ years

 

The TAMIM Global High Conviction strategy is also available as an Individually Managed Account (IMA). Please see the Strategy Summary for terms.
LATEST INSIGHTS

Request Investment Documentation:

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