News
-
Winner in Money magazine’s 2012 Best of the Best award for Australian Fixed Interest Funds
Tyndall has won Money magazine’s 2012 Best of the Best award for Australian Fixed Interest Funds. > tell me more >
-
Australian Banks Downgrade
As has been expected for some time, Standard & Poor’s has downgraded the big four Australian banks to AA-. The downgrades don’t imply any deterioration in the quality of the banks. They are related to the new global banking criteria that Standard & Poor’s has implemented and follows the downgrades of various US and European banks on 30 November. The effect on the Tyndall Australian Bond Fund has been minimal. > tell me more >
-
Reporting season for “the big four”
The latest round of reporting for the big four Australian banks highlights a few points of weakness in the economy. Consumers, retail, tourism and manufacturing are all showing some signs of stress. However, in general, recovery from the GFC continues to drive down the banks’ loss forecasts. > tell me more >
-
tyndall brand update
Tyndall has updated its corporate identity and trading name, representing the final stage in the creation of the business as an independent fund manager in Australia. > tell me more >
Archived News
> tell me more >Tyndall Australian Share Wholesale Portfolio
The Tyndall Australian Share Wholesale Portfolio is a relatively concentrated Australian share portfolio, investing in 20-35 stocks, designed to provide capital growth and income over the longer term.
Investment objective
The Tyndall Australian Share Wholesale Portfolio (the Fund) selectively invests in companies listed on the Australian Stock Exchange, with the aim of outperforming the S&P/ASX 200 Accumulation Index by more than 2.5% p.a. over rolling five-year periods.
Key benefits
- Proven and disciplined investment process. The Fund is managed using an intrinsic value style that seeks to identify good value stocks with the objective of maximising returns while minimising downside risk.
- Managed by a large, experienced and stable investment team. The 11-member Tyndall Australian equities team has an average of 16 years’ industry experience and has been working together as a team for an average of eight years.
- Long-term performance track record. The Fund has a 15-year track record in performance and is managed using Tyndall’s Comparative Value Analysis (CVA) approach which has been in operation for over 20 years.
- Diversification benefits. The Fund’s intrinsic value style provides good diversification benefits when blended with other styles.
- Aligned interests. The 50:50 joint venture ownership arrangement between Tyndall Investment Management Limited and the Australian equities team ensures an alignment of interests between clients and the investment team.
- Highly rated. The Fund is highly rated by leading research houses.
Fund characteristics
- High conviction portfolio
- Portfolio invests in 20-35 stocks
- Stock selection is based on a ranking of expected return (i.e. Internal Rate of Return) over a three-year period
- Typically has a lower P/E than the market
- Traditionally has a mid-large cap bias
| Tyndall Australian Share Wholesale Portfolio at a glance | |
| Inception date | March 1995 |
| Benchmark | S&P/ASX 200 Accumulation Index |
| Management Cost | 0.80% p.a. |
| Minimum initial investment* | $50,000 |
| Minimum additional investment* | $1,000 |
| Distribution frequency^ | Half yearly following 30 June and 31 December |
* Tasman Asset Management Limited ABN 34 002 542 038 AFSL 229664 (TAML) may accept lower amounts at any time at its discretion. ^ Fund returns can be volatile. TAML does not guarantee to provide distributions, or the amount of distributions.
- Unit price
- Monthly Fund Update
- Performance
- Product Summary
- Product Disclosure Statement
- Continuous Disclosure
- Half-year Report
- Annual Report 2011
- 2011 Tax Return Guide
Fund Reviews
