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Fund manager

Aurellan

Aurellan Investments Limited

NZ boutique offering global-equity exposure in hedged and unhedged PIE wrappers.

Funds tracked
2
Headquarters
Wellington
Read the Aurellan review →

Peer managers

Other NZ managers in International Equities

Scheme governance

Audit, trustee, history

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Aurellan Global Shares Fund
Fee
1.12%
Risk
5/7
PIE · capped at PIR (max 28%)growth
Aurellan Hedged Global Shares Fund
Fee
1.12%
Risk
5/7
PIE · capped at PIR (max 28%)NZD hedgedgrowth

Questions about Aurellan

How many managed funds does Aurellan offer in New Zealand?▾

Aurellan runs 2 retail managed funds available to New Zealand investors, across 1 asset class: International Equities. Counts are taken from the FMA Disclose register.

What does Aurellan charge?▾

Annual fund charges across Aurellan's 2 funds with published data range from 1.12% to 1.12% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Aurellan a licensed fund manager in New Zealand?▾

Aurellan operates in New Zealand as Aurellan Investments Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Aurellan's funds PIEs?▾

2 of Aurellan's 2 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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