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Tamim Asset Management
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      • Australia All Cap
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      • TAMIM Property
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      • Credit Fund - Interest
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TAMIM Australian Equity Income IMA
​Underlying Portfolio Returns:

At 30 November 2018 | Inception: June 2010

1 Month

3 Months

6 Months

1 Year

2 Years p.a.

3 Years p.a.

5 Years p.a.

Since
Inception p.a.

Portfolio

-0.54%

-7.30%

-2.49%

-4.16%

4.79%

7.13%

5.43%

7.44%

ASX 300

-2.18%

-9.29%

-3.84%

-1.02%

6.54%

7.70%

5.82%

7.50%

Cash

0.12%

0.38%

0.75%

1.51%

1.51%

1.60%

1.90%

2.76%

The TAMIM Australian Equity Income IMA mirrors the portfolio of the Merlon Capital Partners Concentrated Value portfolio (Portfolio). The return of the Portfolio is detailed in the performance table above. Each IMA will have unique performance figures as they are established at different times with differing amounts of cash and cash flows​.
Note: Returns are quoted net of fees. The S&P/ASX 300 refers to the S&P/ASX  300 Accumulation Index. Returns shown for longer than 1 year (other than Inception) are annualised. Past performance is no guarantee of future performance. The MSCI refers to the MSCI World Index in AUD. Returns shown for longer than 1 year (other than Inception) are annualised. All returns shown are AUD denominated. Past performance is no guarantee of future performance.
​​

TAMIM. Real investing for real investors.

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ADDRESS

Level 4, 55 Grafton Street
Bondi Junction, Sydney NSW, 2022

Telephone

 1300 750 007

Email

ima@tamim.com.au

DISCLAIMER

​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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  • HOME
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      • Australia All Cap
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