Investing since 1994

And still growing strong

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.

Our performance since 1994

< 6.4%

annualised volatility*

> 6.4%

compound annual returns*

< 0.34

correlation to msci world† 

< 0.09

correlation to bgab*‡ 

> 67%

% positive months*

> 0.58

sharpe ratio*

* Source: Aurum Funds Limited
† MSCI World Total Return (Net) 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.

To find out more about our funds and their performance please register here

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HEDGE FUND DATA

Hedge Fund Performance by Strategy – Latest Data

You can drill down into this data to see key stats for each sub strategy. Click on the strategy you are interested in and you can then click through further into any sub strategy of interest. The size ...

HEDGE FUND DATA

Monthly Hedge Fund Performance Review – September 2020

As market sentiment deteriorated in September, strategies monitored by Aurum’s Hedge Fund Data Engine generated mixed returns. ...

INSIGHT

Kevin Gundle

The (Un)balanced Portfolio – investors should be considering alternatives to the traditional 60/40 portfolio

Over the last ten years the balanced portfolio (60% equities/40% bonds) has done exceptionally well; the synchronous appreciation of equities and bonds since the financial crisis has been without prec ...
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