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 %
Bespoke Funds
51.5
Aurum Funds
48.5
Source: Aurum Funds Limited

Annualised
Volatility

< 2.3%
since inception*

Sharpe
Ratio

> 2.38
since inception*

Compound Annual Return

> 5.9%
since inception*

Correlation to
MSCI World

< 0.19
since inception*

Correlation to
BGAB

< -0.18
since inception*

* 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.