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Zero trading costs

Our fees

Currency management

The trading commission when we buy and sell equities is borne by us, not our clients.

1.10%+ 15% of any performance above our benchmark (MSCI AC World Index ex-Australia), with a high watermark. We also offer the option of 1.50% with no performance fee.

We have currency unhedged and hedged options.

$20,000. Daily liquidity.

Minimum investment

The Aoris International Fund is available to all investors.

D
B
BASE FEE WITH PERFORMANCE 
FEE
BASE FEE 
ONLY
C
A
Currency Hedged
Currency Unhedged
Our Share Classes

Zero trading costs

Our fees

Minimum investment

The trading commission when we buy and sell equities is borne by us, not our clients.

1.10% + 15% of any performance above our benchmark (MSCI AC World Index ex-Australia), with a high watermark. We also offer the option of 1.50% with no performance fee.

$250,000. Daily liquidity.

The IMA allows you to own the securities in our portfolio in your own name with your own cost basis.

Our IMA

Our individually managed account is available only to wholesale investors.

Our unit trust is available on:

LEGAL