All our funds are based on the same fundamental research process and methodology and this forms the core of every decision we make. This is based on an investment process that has been applied consistently throughout our investment careers.
There are common themes and ideas across all of our funds depending on our views on the companies and markets. These ideas are implemeted depending on the specific mandate of the fund in question.
Tantalum Balanced Fund
The Balanced Fund invests in a mix of domestic shares, bonds, property, commodities and cash where the asset allocation is tactically managed. The maximum net equity exposure of the fund is 75% and we may use index derivative contracts to reduce net equity exposure from time to time. The fund is managed to comply with the investment limits as set out by Regulation 28.
ASISA Unit Trust Category South African - Multi Asset - High Equity
Administrator Maitland Fund Services
Mandate Regulation 28 Compliant
Inception 20 April 2013
Benchmark Composite (60% equity, 30% bonds, 10% cash)