News / National
Bard Santner growing in leaps and bounds
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Fast-growing asset management firm Bard Santner Investors (Private) Limited has been appointed as the new fund manager for three unit trusts: Tetrad Gold Fund, Gross Income Fund, and Net Income Fund, owned by Tasimba Properties, formerly Tetrad Investment Bank.
Bard Santner Investors is a subsidiary of Bard Santner Markets Inc, a diversified holding company with interests in asset management, corporate finance, wealth management, and remittances. The three funds represent a substantial 19.6% ownership stake in Tasimba Properties, highlighting the critical need for effective governance and performance to ensure a solid return on investment for unitholders.
In a statement, Bard Santner Investors reaffirmed its commitment to managing the funds responsibly and effectively. The company stated: “We are dedicated to ensuring the responsible and effective management of these funds while maximising returns for our valued unitholders.”
Unit trust funds operate as collective investment vehicles where multiple investors pool their resources. These funds are managed by professionals who invest in diversified portfolios, including stocks, bonds, and property. This model allows investors to access a wider range of investments with smaller capital contributions, providing the benefits of professional management and risk diversification.
As the new fund manager, Bard Santner Investors will oversee all aspects of fund management, ensuring that investment strategies are aligned with unitholders' financial goals and risk tolerance. The firm is tasked with managing diversified portfolios to optimise returns, monitoring performance, managing risks, conducting regular portfolio reviews, and ensuring compliance with all relevant laws and regulations.
The company also emphasized the importance of sound corporate governance, prudent investment strategies, and maintaining transparency and accountability. Bard Santner Investors aims to leverage its expertise to help unitholders achieve their financial aspirations while fostering trust and confidence in its services.
This appointment further solidifies Bard Santner Investors’ position as a significant player in the financial services industry. It demonstrates the firm's ability to manage substantial assets and underscores its commitment to delivering value and growth for investors.
Bard Santner Investors is a subsidiary of Bard Santner Markets Inc, a diversified holding company with interests in asset management, corporate finance, wealth management, and remittances. The three funds represent a substantial 19.6% ownership stake in Tasimba Properties, highlighting the critical need for effective governance and performance to ensure a solid return on investment for unitholders.
In a statement, Bard Santner Investors reaffirmed its commitment to managing the funds responsibly and effectively. The company stated: “We are dedicated to ensuring the responsible and effective management of these funds while maximising returns for our valued unitholders.”
Unit trust funds operate as collective investment vehicles where multiple investors pool their resources. These funds are managed by professionals who invest in diversified portfolios, including stocks, bonds, and property. This model allows investors to access a wider range of investments with smaller capital contributions, providing the benefits of professional management and risk diversification.
The company also emphasized the importance of sound corporate governance, prudent investment strategies, and maintaining transparency and accountability. Bard Santner Investors aims to leverage its expertise to help unitholders achieve their financial aspirations while fostering trust and confidence in its services.
This appointment further solidifies Bard Santner Investors’ position as a significant player in the financial services industry. It demonstrates the firm's ability to manage substantial assets and underscores its commitment to delivering value and growth for investors.
Source - online
