Tyndall AM’s flagship Australian equities fund, the Tyndall Australian Share Wholesale Portfolio is celebrating its 18th birthday, one of the few Australian equity funds to reach this milestone.
Mike Davis, managing director of Tyndall, said that the fund has operated through many different market cycles and continues to deliver attractive returns for investors using the investment philosophy and approach first established in 1989.
“It is a testament to the strength of the Tyndall investment approach and the dedication of our long-standing equities team that the fund can boast such longevity, and Bob Van Munster and his team should be very proud of this achievement.
“The team uses a proven valuation discipline based on the Tyndall’s intrinsic value approach, and the fund has delivered good returns for investors over its 18-year history.
“An investor who invested $10,000 in the fund when it first opened in March 1995 would now have around $75,000, compared to just under $55,000 from the S&P/ASX 200 Accumulation Index, which is a solid return over such a long period of time, through both boom and bust market cycles.
“Investors in the fund have also indicated to us that it is important to them that it has always remained true to label, delivering consistent performance with a focus on capital growth while actively managing risk,” Mr Davis said.
The Tyndall Australian Share Wholesale Portfolio is highly recommended by Lonsec, recommended by Zenith, and has a silver rating from Morningstar and is also rated by van Eyk.
