REGISTER SIGN IN ABOUT APPROACH NEWS HEDGE FUND DATA INSIGHTS SOLUTIONS INSTITUTIONAL INVESTORS ADVISORS FUNDS ENVIRONMENTAL AND SOCIAL CONTACT Brighter investing Solutions to enhance any portfolio We manage both institutional assets and private assets using the same investment philosophy that has served our clients well over the last 27 years. Many clients choose us to enhance their existing portfolio, others choose us as an alternative. Some ask us to manage a proportion of their assets, others ask us to manage all their assets. Clients have access to a variety of solutions, all of which are built on the principle that the best way to grow capital, is to ensure you don’t lose it. Bespoke portfolios These are crafted to investors’ specific risk and return objectives and are available in a variety of structures including traditional managed accounts, offshore or EU domiciled fund of ones. Over 60% of our assets under management are held in bespoke portfolios, demonstrating how highly regarded they are by our clients. Our bespoke solutions are coupled with Proximity®, Aurum’s unique technology solution that provides our investors with up-to-date online access to their portfolio and associated risk analytics and qualitative portfolio insights. Key statistics since inception: < 4.1% ANNUALISED VOLATILITY* > 80% POSITIVE MONTHS* > 1.56 SHARPE RATIO* > 7.4% COMPOUND ANNUAL RETURN* < 0.49 CORRELATION TO MSCI WORLD† < 0.15 CORRELATION TO BGAB‡ * Source: Aurum Funds Limited † MSCI World Index USD ‡ Barclays Global Aggregate Bond Index USD Results presented are of a bespoke fund of one solution created for one of Aurum’s clients. This fund is not available for investment to any investor other than the specific client it was created for. Results are presented for informational purposes only and are not to be relied upon as investment, legal, tax or financial advice. Trading performance is not guaranteed and past performance is not indicative of future results. Commingled portfolios We offer a range of long-standing fund of hedge funds with differing risk and return characteristics which have demonstrated consistent returns with little correlation or beta to traditional markets. Key statistics since inception: < 3.3% ANNUALISED VOLATILITY* > 74% POSITIVE MONTHS* > 1.09 SHARPE RATIO* > 5.8% COMPOUND ANNUAL RETURNS* < 0.32 CORRELATION TO MSCI WORLD† < 0.13 CORRELATION TO BGAB‡ * Source: Aurum Funds Limited † MSCI World Index USD ‡ Barclays Global Aggregate Bond Index USD Results presented are of one of Aurum’s commingled funds. Funds such as these, which should be regarded as high risk and are not subject to the benefit of any compensation arrangements, are only available to persons having professional experience in matters relating to investments in unregulated collective investment schemes. Results are presented for informational purposes only and are not to be relied upon as investment, legal, tax or financial advice. Trading performance is not guaranteed and past performance is not indicative of future results. AIFMD compliant Irish domiciled funds Some of these Irish domiciled funds are available to investors in the following jurisdictions: Ireland, Netherlands, Denmark, Sweden, Spain, Germany, Portugal, Italy, UK, Finland, Norway. Embedded impact: designed to protect more than capital Our embedded impact funds have been designed to help investors that want to make investment returns while making a real difference to the planet, species and the lives of children. The advisory fee for our embedded impact funds directly supports our partnership charities and to date have contributed over $11 million for over 100 organisations in nearly 50 countries. Key statistics since inception: < 4.6% ANNUALISED VOLATILITY* > 83% % POSITIVE MONTHS* > 1.52 SHARPE RATIO* > 8.5% COMPOUND ANNUAL RETURN* < 0.50 CORRELATION TO MSCI WORLD*† < 0.32 CORRELATION TO BGAB*‡ * Source: Aurum Funds Limited † MSCI World Index USD ‡ Barclays Global Aggregate Bond Index USD Results presented are of one of Aurum’s Embedded Impact funds. Funds such as these, which should be regarded as high risk and are not subject to the benefit of any compensation arrangements, are only available to persons having professional experience in matters relating to investments in unregulated collective investment schemes. Results are presented for informational purposes only and are not to be relied upon as investment, legal, tax or financial advice. Trading performance is not guaranteed and past performance is not indicative of future results. DISCOVER MORE JOIN OUR MAILING LIST Sign up to receive our monthly commentary SIGN UP DOWNLOAD AS PDF FUNDS Explore our fund universe. 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