Bespoke Portfolios
Aurum has been designing and managing bespoke solutions to respond to investors' specific risk and return objectives for over 18 years. Today we cater to some of the world's most sophisticated investors.
We offer a variety of structures, including traditional managed accounts, offshore fund of one or EU domiciled bespoke solutions.
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.
| Type | % |
|---|---|
|
|
51.5 |
|
|
48.5 |
| Source: Aurum Funds Limited | |
Annualised
Volatility
Sharpe
Ratio
Compound Annual Return
Correlation to
MSCI World†
Correlation to
BGAB‡
* Source: Aurum Funds Limited
† MSCI World Total Return (Net) 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.