Pacific Private Asset Management is pleased to share the latest monthly update from our investment partner Aoris Investment Management, following another month of strong performance across their hedged and unhedged strategies.
Performance Overview
- Class A (Unhedged): +4.7% in May 2025
- Benchmark (MSCI AC World Accum ex-Australia AUD): +5.2%
- Excess Return: -0.5%
- Class C (Hedged): +4.9% in May 2025
- Benchmark (MSCI AC World Accum ex-Australia 100% Hedged AUD): +5.7%
- Excess Return: -0.7%
Aoris continues to deliver strong long-term results with both strategies comfortably outperforming benchmarks over 3, 5, and 7-year periods.
Philosophy & Approach
Aoris focuses exclusively on managing a high-conviction portfolio of 10–15 global companies that are:
- Market leaders with durable business models
- Highly profitable and resilient to economic shocks
- Purchased with a strict valuation discipline
This “Quality First, Value Always” approach aims to deliver 8–12% p.a. after fees over a 5–7 year period.
Top Holdings Across the Portfolio
Companies in the portfolio include:
- Accenture, Microsoft, Visa (Business Services / IT)
- L’Oréal (Consumer Staples)
- Copart, Grainger, Sherwin Williams (Industrials)
- Jack Henry, Amphenol, Halma (IT / Industrials)
Access the Reports
ASX Availability
The Aoris International Fund is also available as a quoted managed fund:
- ASX: BAOR (Class B – Unhedged)
- ASX: DAOR (Class D – Hedged)
For further information or to discuss how the Aoris Fund may support your investment goals, please contact your Pacific Private Asset Management representative.