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 BCI Strategic Income Fund
The Tantalum BCI Strategic Income Fund is a specialist income portfolio managed in accordance with a high income strategy. The portfolio has a flexible mandate with no prescribed maturity limits for the securities in which it invests. It also has a flexible duration policy and seeks to protect capital in times of bond market weakness by following a defensive asset allocation strategy. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, bonds, debentures, convertible
securities, cash deposits, corporate debt, listed property, preference shares, non-equity securities, equity securities and any other securities which are considered to be consistent with the portfolio’s primary objective and the Act may allow from time to time.
ASISA Unit Trust Category South African - Multi Asset - Income
Portfolio Manager Melanie Stockigt
Management Company Boutique Collective Investments
Inception 21 November 2014
Benchmark SteFI call deposit + 2%