Aurellan Global Shares Fund
Expert managers. Independently selected.
The global share market is a big place, comprised of thousands of stocks across dozens of developed and emerging markets. It is a sector where many try to beat the benchmark and fail.
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One of the uniting beliefs in founding Aurellan, was to identify a way that New Zealand investors can get access to the world's best managers to give them the best possible chance of success. To help us identify who we believe are the best managers, we engaged Wilshire after searching the world for a global partner with a long and successful track record of identifying investment managers at an early stage. You can find more detail on how they do this in the below video where we talk to Wilshire's Head of Manager Research, Rob Noe, who helped us build the Fund.
Once we identified the managers, none of whom were accessible via other NZ registered funds, we appointed them to run bespoke mandates for Aurellan clients. Then, we decided to do something we have never seen in New Zealand before and disclose Aurellan's portion of the total annual fund charge. For investors this means:
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Aurellan is incentivised to pick who we, and Wilshire, believe are the best global managers and change these managers if they are not performing as expected, or if there is a change in their team or structure, we are not comfortable with.
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Investors receive the scale benefits as the fund grows and if we appoint a manager with lower fees, then the investors get the benefit, not Aurellan.
Key fund facts
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Manager-of-managers approach: Aurellan selects external leading specialist global investment managers for selecting shares.
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NZ-domiciled PIE compliant funds: Aurellan’s funds are structured as Portfolio Investment Entities (PIEs) for New Zealand tax efficiency.
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Available as hedged or unhedged funds: Allowing you to choose your own currency hedging ratio.
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Partnership with Wilshire: Leverages the global research and scale of US-based Wilshire, who are experts in researching investment managers and constructing portfolios for clients.
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Access to leading global specialists: The current managers of the Aurellan’s Funds are Loomis Sayles (growth), Los Angeles Capital (core quantitative), and Causeway Capital (value).
Underlying managers
The Aurellan Global Shares Fund currently has three underlying managers, all of who run segregated portfolios on our investors' behalf. We select managers with different styles with the aim of providing investors with a smoother investing journey. Currently we have a growth style manager, a value style manager and a core/quantitative manager. Our current managers are shown below, please note they can change from time to time.
Why we like them
Owned by staff
Firm focussed on equities only
Great track record
In other Wilshire Funds
Good "all weather" strategy
Unique approach based off "Investor Preference Theory"​
Why we like them
Employee owned
Diverse team, unified philosophy
Value focus is firmwide
​Deep fundamental research
True to label value investor
Strong track record
In other Wilshire Funds
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Why we like them
Long term stable owner
Patient growth investors
Low turnover
Longevity - founded 1926
Impressive track record
Well-resourced global team
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ww.loomissayles.com​
How to invest
We are pleased that investors multiple choices to access our funds.
$250 minimum
Easy digital onboarding
Pay the fees stated on our PDS
$500k minimum
Direct reporting & contact
Possible rebates for size
Wholesale only service
Aurellan builds your portfolio
Utilises this fund and others which are highly rated by us and Wilshire
Aurellan Funds are also available via selected financial advisor platforms. Ask your advisor for more information.
Not sure? Email contact@aurellan.com
Documentation
The Aurellan Global Shares Fund and Aurellan Hedged Global Shares Fund is issued and managed by FundRock NZ Limited. The links to the disclosure material for these funds can be found below.
Product Disclosure Statement
Statement of Investment Policies and Objectives
Fund Fact Sheet - Coming Soon!