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Aurellan
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International shares, Shares

Aurellan Global Shares Fund

The Fund provides diversified exposure to global equities using a manager‑of‑managers approach, selecting specialist active managers across growth, value and quantitative styles.

Risk indicator
5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
1.12% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
–

Buy/sell spread 0.15% / 0.15%.

About this fund

The Fund provides diversified exposure to global equities using a manager‑of‑managers approach, selecting specialist active managers across growth, value and quantitative styles. It aims to outperform the MSCI ACWI (unhedged) over rolling five‑year periods.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Aurellan
Fund type
Managed fund (PIE)
Asset class
International shares, Shares
Management style
Active
Inception date
02/12/2025
Fund size
$26.87M
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available

Fund performance

Returns are shown after fund fees and before tax. Periods longer than one year are annualised.

Growth of $10,000

A growth chart isn't available for this fund yet.

 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Aurellan Global Shares Fund
2.33%
2.27%
–
–
–
–
–

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
1.12% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.15% / 0.15%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Aurellan logo
About the manager

Aurellan

Aurellan Asset Management offers two funds on InvestNow, being the Aurellan Global Shares Fund and Aurellan Hedged Global Shares Fund. These Funds utilise the skills of specialist global investment managers within tax-efficient portfolios designed specifically for NZ investors.

Learn more about Aurellan Asset Management, their investment options available to InvestNow customers plus access their latest news & updates below.

View Aurellan
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Ready to invest in Aurellan Global Shares Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.