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EquityHigh riskAurum Investment Partners · IE00B4L5Y983
Aurum Blue Chip Growth
Large-cap core portfolio focused on established market leaders with consistent free cash flow generation and disciplined capital allocation.
NAV
92.15
+0.42%
1Y return
18.6%
Expense ratio
0.75%
Fund size
$1.8B
- Benchmark
- S&P 500 TR
- Fund manager
- Marcus Webb
- Minimum investment
- $2,500
- NAV date
- 07 Sept 2026
- Category
- Equity
Annualised returns
Net of fees, as of 07 Sept 2026
- 1Y18.6%
- 3Y14.2%
- 5Y12.9%
Past performance is not a reliable indicator of future results. Returns shown are annualised and expressed in the fund base currency.
Top holdings
Portfolio weight of the largest positions
- Apple Inc7.2%
- Alphabet Inc6.1%
- JPMorgan Chase4.8%
- Johnson & Johnson4.0%
- Procter & Gamble3.6%
- Other positions74.3%