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 High Equity Balanced Mandate
This is a multi asset high equity mandate which aims to create long term wealth for investors while protecting capital over the medium term The maximum net equity exposure of the fund is 75% and it may use index derivative contracts to reduce net equity exposure The mandate may invest up to 30% offshore
Portfolio Category South African Multi Asset High Equity
Benchmark High Equity Median
Portfolio Size R810 million
Inception Date February 2014