{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/aurellan/hedged-global-shares/",
  "fetchedAt": "2026-05-22T05:19:08.626Z",
  "fund": {
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    "name": "Aurellan Hedged Global Shares Fund",
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    "isThematic": null,
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    "availableVia": [
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    "dataStatus": "pending-ingestion"
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  "manager": {
    "slug": "aurellan",
    "name": "Aurellan",
    "legalName": "Aurellan Investments Limited",
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    "website": null,
    "hq": "Wellington"
  },
  "category": {
    "slug": "international-equities",
    "name": "International Equities",
    "shortName": "International Equities"
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  "metrics": {
    "status": "ok",
    "matchScore": 3,
    "sortedFundName": "AURELLAN HEDGED GLOBAL SHARES FUND",
    "sortedManager": "FUNDROCK NZ LIMITED fundrock.com",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH14022/OFR14038/FND60480/",
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    "source_doc": "sorted/SCH14022/OFR14038/FND60480",
    "source_doc_date": "2026-05-22",
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    "strategySummary": "“\n                            The Fund aims to provide exposure to a diversified portfolio of global shares managed using a manager-of-managers approach. The Fund mitigates currency risk by hedging most major foreign currency exposures to New Zealand dollars.\n                            ”",
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        "country": "NZ",
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      {
        "asset": "Meta Platforms Inc",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
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      {
        "asset": "Alphabet Inc Cap Stk Cl A",
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        "asset": "Nvidia Corp",
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        "asset": "Apple Inc",
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        "asset": "Amazon Com Inc",
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        "asset": "Microsoft Corp",
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        "asset": "Tesla Inc",
        "assetClass": "Shares",
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        "asset": "Boeing Co Com Us$5",
        "assetClass": "Shares",
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        "asset": "Mercadolibre Inc",
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    ],
    "fundStartDate": "17 December 2025",
    "minimumInvestmentNzd": 5000,
    "documents": [
      {
        "label": "AURELLAN HEDGED GLOBAL SHARES FUND (FND60480) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 6.62 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND60480/AURELLAN-HEDGED-GLOBAL-SHARES-FUND-FND60480-Full-portfolio-holdings-31-March-2026.xlsx"
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      {
        "label": "20260401 Aurellan Investment Funds PDS.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 430.29 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/4f681d2b8256ceb8/20260401---Aurellan-Investment-Funds---PDS.pdf"
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      {
        "label": "20260331 Aurellan Hedged Global Shares QFU.pdf The quarterly update published by the provider PDF, 418.08 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/fa41ec924b51facd/20260331---Aurellan-Hedged-Global-Shares---QFU.pdf"
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      {
        "label": "20260401 Aurellan Investment Funds OMI.pdf Other Material Information document PDF, 376.60 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/c29ca61c58d75fef/20260401----Aurellan-Investment-Funds---OMI.pdf"
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      {
        "label": "Aurellan Investment Funds SIPO 2 December 2025.pdf Statement of investment policy and objectives PDF, 382.60 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdof73150204e9de74a222e691a833623a4/Aurellan-Investment-Funds-SIPO-2-December-2025.pdf"
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    "contact": "hello@managedfunds.nz"
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