News Archives 2014

Managing Director Address

December 9th, 2014

In the following years Aurora will continue to focus its sales efforts on the financial planning community and on sourcing fund inflows from retail investors.

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AFV Preliminary Results and Dividend Guidance

August 22nd, 2014

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Defensive Strategies and Low Volatility

August 22nd, 2014

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ABW moves to daily off market Applications/Redemptions

July 4th, 2014

Aurora is pleased to announce that from 1 July 2014 ABW will accept off market applications and redemptions daily. This process was previously monthly.

The process for making applications and redemptions can be found on our website at http://www.aurorafunds.com.au/investment-funds/absolute-return-fund/abw-listed/

Management Change

June 12th, 2014

Aurora Funds Limited is pleased to announce the following management changes.

Simon Lindsay, currently an Executive Director and Head of Distribution will be appointed Managing Director of the Company, following the decision of Steuart Roe to step down from the role at the next Annual General Meeting, expected to be in held in October. To ensure a smooth transition to the new arrangements Simon and Steuart will work together to fulfil the responsibilities of the role until that time.

Simon has been a Director of Aurora Funds Limited since its inception in 2003, and has extensive experience in the financial services industry in Australia.

Steuart will continue as a Director of Aurora, and the change in role will provide him with more opportunity to focus on investment management, and in particular the continued management of the Aurora Dividend Income Trust.

The Board wishes to thank Steuart for his contribution as Managing Director of Aurora over the last four years and to congratulate Simon on his appointment.

ASX Announcement

Does Asset Allocation Work?

May 20th, 2014

Asset allocation is a key investor tool in the good management of large diversified portfolios.  But what benefit can be extracted by asset allocation, particularly amongst traditional asset classes?

Click to read ”Does Asset Allocation Work?“ written by Thomas Gillespie (Head of Research).

 

Market Opportunities and Portfolio Themes

April 14th, 2014

Current market conditions and opportunities inform two main investment themes for the Aurora Fortitude Absolute Return Fund: a) low cost of protection, and b) primary issuance of hybrids is creating opportunities in short end secondary transactions.

These themes highlight the key feature of the multi-strategy management of the Aurora Fortitude Absolute Return Fund. The portfolio managers use a broad range of strategies within the portfolio for investment and to manage risk.

Click to read Market Opportunities and Portfolio Themes written by Thomas Gillespie (Head of Research).

Aurora Dividend Income Trust an alternative to a LIC

April 10th, 2014

The Aurora Dividend Income Trust (Managed Fund) is an efficient and low risk fund that invests in Australian stocks with a value bias.  The Aurora Dividend Income Trust is an alternative to the Listed Investment Companies.

Aurora’s strategy produces an investment with greater and more stable excess returns compared to both Listed Investment Companies and the conventional common value signal. Aurora’s strategy has effectively similar overall risk characteristics to the other forms of active equities, albeit with a diversification from the alpha signal.

Click to read Aurora Dividend Income Trust vs Listed Investment Companies written by Thomas Gillespie (Head of Research).

Why do we Pay for Protection?

April 9th, 2014

Protection of investment assets is generally expensive, with cost escalating depending on the riskiness of the asset or the environment.

We at Aurora see it differently. The Aurora Fortitude Absolute Return Fund uses protection strategies in four core ways: a) better risk adjusted returns, b) balance risk taking in other strategies, c) employ expertise and dynamic strategies to reduce cost, and d) simple measures of risk do not capture true downside risk in markets

Part of Aurora’s unique skill set is managing the protection strategies to deliver better risk adjusted returns to investors.

Click to read Why do we Pay for Protection? written by Thomas Gillespie (Head of Research).

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