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News and Announcements

TAIM Investments Monthly Performance Update: June 2018

  • Published June 07, 2018 12:00AM UTC
  • Publisher Wholesale Investor
  • Categories Company Updates

It was a tale of two halves on the Australian market this month, with the ASX200 performing strongly early to be up over +2% by the middle of the month, however, global jitters had their impact leading the ASX200 to close with a more modest gain of +0.5% for May. Our benchmark, the ASX200 Total Returns (including dividends), returned +1.1% for May, indicating a broader market gain of +8.5% during the period the TAIM Funds have been operating.

The TAIM Funds also gave up some of their strong initial gains late in the month, but still closed out May with solid returns, our Momentum Fund gaining +2.8% and our Leveraged Fund gaining +2.7% for the month. With investor returns of +17.6% and +19.8% respectively in their first 8 months, twice that of the general market, we are well on track to achieve our full year targets.

 

About TAIM Investments

TAIM Investments operates two Australian equities investment funds. Both have exhibited exceptional performance, during an initial 4-year small-scale-offering period, and now under the company’s own AFSL. Both funds have an Australian blue chip focus – portfolio of 20 ASX200 equities, long only, no short-selling or derivatives – and we use an automated quantitative approach to deliver superior performance.

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