At Aurum we aim to take intelligent risk to provide resilient risk-adjusted returns over the long-term and across multiple economic
and financial cycles. We place a high priority on capital preservation.
Applying our investment philosophy means that there are strategies and investment approaches that are deliberately excluded. These include being long-biased to the market and being reliant on carry or yield to enhance results.
By excluding investments correlated to the market, our portfolios provide a more consistent return stream with a high proportion of positive months. Our investment solutions complement a traditional portfolio of bonds and equities and have proven that an investment with Aurum can help to grow and protect our clients’ portfolios.
< 6.4%
annualised volatility*
> 6.2%
compound annual returns*
< 0.32
correlation to msci world†
< 0.07
correlation to bgab*‡
> 67%
% positive months*
> 0.54
sharpe ratio*
To find out more about our funds and their performance please register here