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
RISKS
​​All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant information memorandums and additional information booklets.

You can request these documents here.
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:

TAMIM | Equities | Property | Credit
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