As part of its commitment to transparency, the firm tracks the performance of every active Buy-Rated company. This is achieved through the Aurelion Index, an equally weighted model portfolio, tracking all Buy-Rated stocks. Positions are entered at initiation of coverage and exited upon a rating change. The Index provides a realistic view of our research performance, however it does not account for fees or represent a directly investable fund. Please see disclosures for more information.

Aurelion Index

Access the Aurelion Index Fund Fact Sheet here: Download PDF

Total Return Since Inception