Aoris International Fund

Aoris Investment Management has launched a retail version of the Aoris International Fund - both hedged and unhedged - on the Australian Stock Exchange's mFund.

The fund invest in a concentrated global portfolio of 10 to 15 companies and is managed by founder Stephen Arnold, who was previously portfolio manager of Evans & Partners' international fund.

The fund achieves diversity by owning businesses with 'significant breadth in the end markets they serve'. Portfolio holdings include Accenture, Costco, L'Oreal and Nike.

It has a minimum investment of $20,000 and management fees of between 1.1 per cent (unhedged B and hedged D Class) and 1.50 per cent (unhedged A and hedged C Class) depending on the Class. B and D Class units also have a performance fee of 15 per cent of the amount the Class B units and Class D units outperform their benchmark (after deduction of other fees and expenses and provided any previous underperformance has been recovered). There is also a hedging fee of 0.05 per cent per annum.

Aoris Investment Management Aoris International Fund Launched on 21 September 2020 Designed for wholesale and retail investors. Find out more This report is informational only in nature. Industry Moves neither recommends nor endorses this product/service.