How To Invest
Our investment strategies are available to investors in the following formats. Please ensure you meet the legal requirements to invest.
Global Equity Trust: A 'style neutral' global equity fund
An Australian unit trust available to qualified wholesale investors as the ‘Tamim Global High Conviction Fund’. Please click here for more information on how to apply through Tamim. https://www.tamim.com.au/global-high-conviction.html or the administrator William Buck https://williambuck-portal.7g.com.au/login/apply/46351/348 and click through to ‘Global High Conviction’
Global Listed Infrastructure: Listed companies owning and operating infrastructure
Future Food and Agriculture: A thematic approach to the challenge of food for 9bn people
Asia Dividend Champions: Dividend paying equities from Asia incl Japan
Global High Conviction 30: A value biased 30 stocks portfolio of the best from the trust
The above 4 can be accessed:
- as an AMC through the Leonteq platform. www.leonteq.com or contact our partners in Hong Kong AOP Capital www.aopcap.com
Priced in US$ with daily liquidity, the AMC is a low-cost structured product which replicates the return of the strategies.
Investment in any of the strategies can be done through a single unique ISIN number, as long as the client’s bank has a connection to Leonteq which we can provide.
- Also available as a 'Model Portfolio' where the client will own all the individual holdings directly based upon our portfolio recommendations which we send as a secure file. The Model Portfolio Service is offered to clients who wish to trade, settle, and custody with their own relationships. The transparency offered by this service which allows the client 'real-time' visibility on all holdings aids a multi asset risk management challenge where traditional approaches only provide historic portfolio information. The MPS is available to clients regardless of domicile.