Aurellan Asset Management Limited (“Aurellan”) is the appointed investment manager for the Aurellan Investment Funds (“Scheme”), which includes the following funds (“Funds”):

  • Aurellan Global Shares Fund
  • Aurellan Hedged Global Shares Fund

Aurellan is responsible for investing the assets of the Funds in compliance with the Scheme’s SIPO.

Aurellan has engaged a global research partner who will assist Aurellan with selecting and appointing underlying investment managers. These underlying investment managers will be responsible for making investment decisions within the scope of their investment mandates.

Aurellan is an independent New Zealand-owned investment company which provides tailored investment management services to wholesale and institutional investors as well as managed fund solutions.

Aurellan sees its key advantages as:

  • having an experienced team with a track record of managing billions of dollars. The team’s experience is combined with their global research partner who has around 300 staff globally and offices in the USA, UK, Singapore, the Netherlands, Hong Kong and China;
  • being independent of investment banks, brokers and investment managers focused on selecting individual assets. Aurellan’s focus is on building portfolios which utilise specialist managers and strategies which Aurellan and their global research partner believe are truly the best fit and most appropriate; and
  • having strong alignment with investors. Aurellan’s owners are either employees and/or investors in their portfolios aligning themselves with their investors and enabling their proposition to be uniquely independent, impartial, unencumbered by conflicts and truly long term.

Further information on Aurellan may be found at https://www.aurellan.com/.

How to invest

If you are making an investment directly with us, then you will be required to complete the application form, which can be obtained from the manager by calling on (04) 499 9654 or emailing contact@fundrock.com, and send it to:

FundRock NZ Limited
PO Box 25003
Wellington 6140
Email: contact@fundrock.com

Get in touch

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