The fund manager, established by Anthony Edmonds and former Harbour portfolio manager Chris di Liva, will offer two global share funds – one hedged and one unhedged.
The fund documents specify it “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.”
While the research partner is not disclosed it is understood to be US-based Wilshire Partners, according to information Aurellan has provided other media.
It’s SIPO says Aurellan’s investment philosophy is driven by three beliefs.
Firstly, that its global research partner, can identify active investment managers who can add value above their respective benchmarks.
It says factors like tax and fees are important considerations in constructing funds and portfolios for NZ investors.
“In the case of global shares, diversification across investment managers and styles provides more consistent outcomes.”
The funds are expected to be fully invested and its asset allocation ranges for cash and cash equivalents is 0-10%.
The funds will be Portfolio Investment Entities (PIEs).
Aurellan is has three key shareholders; Edmonds and de Liva and businessman Campbell Gower. Gower lists himself, on LinkedIn, as managing director of Most Excellent Holdings Ltd.
It is understood his family office is one of the seed investors in the funds.
He has 30 years of experience spanning investment banking, entrepreneurship and family office investing. Amongst his list of achievements is that he was a co-founder of Charlie’s Fresh Juice; founded and scaled phil&teds, Mountain Buggy and Mokopuna Merino and become a shareholder of Wellington Phoenix in 2011 as the club faced financial turbulence.
Besides the two funds Aurellan is offering implemented consulting services and portfolio management.
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