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.

 

 

Our Funds

Overview

Tantalum Absolute Return Fund

Tantalum Balanced Fund

Tantalum Equity Fund

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Factsheet

Tantalum Absolute Return Fund

 

This 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                                       15 October 2014

Benchmark                                   CPI + 5%

Tantalum Capital

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