Subscribe to our newsletter

Macquarie Wrap adds new global fund

Macquarie Wrap adds new global fund

James Mitchell

A specialist international equity manager that set up shop last year has added a new fund to Macquarie’s platform menus.

Aoris Investment Management this week announced the addition of its unit trust (the Aoris International Fund) to the investment menus of both Macquarie Investment Manager and Macquarie Investment Consolidator on the Macquarie Wrap platform.

The addition of the Aoris International Fund to Macquarie Wrap brings the total number of platforms the Aoris fund is available on to six.

“The Macquarie Wrap platform is a leading provider of private wealth administration services in the industry,” Aoris head of distribution Alexander Ordon said.

“This addition will open a significant part of the private wealth market for us, and we look forward to partnering with the many quality advice firms that use Macquarie Wrap.”

Established in 2017, Aoris is a specialist international equity manager with a conservative investment approach and index unaware.

“We are long-only and own a highly concentrated portfolio (maximum 15 stocks) of businesses of exceptional quality. We don’t follow ‘themes’ and our holdings are often not well known, yet they all have outstanding records of growth and profitability,” the group said.

Aoris is approaching FUM of $100 million across its wholesale individually managed account, unit trust and SMA model portfolios.

 

Macquarie Wrap adds new global fund
investordaily image
ID logo

related articles

promoted stories