Curate is an independent global fund manager
Each unit trust fund is managed by different teams of highly skilled people that we have handpicked to look after our investors’ money.
What is the art of investing?
At Curate, we believe in independence, simplicity, excellence and relevance.
Independence
Our primary loyalty is to our investors, and we will always put their interests first.
Our disciplined local and global research approach does not give preference to anyone.
We partner with the best people to manage each of our funds wherever we find them.
Simplicity
We give investors the comfort of knowing that we have handpicked top managers for each of our funds, so they do not have the hassle of choosing between hundreds of funds.
Our comprehensive fund range provides investors with the strategies they need to meet their different goals.
We treat our investors as real people, by being transparent and straightforward in all we say and do.
Excellence
The managers we handpick for our funds must not only be top-performers, but people of the highest integrity, committed to delivering for investors.
We hold every manager to the same high standards, wherever in the world they may be.
We will continuously evaluate all of our partners to ensure that they are consistently meeting our expectations.
Relevance
We curate each of our funds with a specific investor need in mind, and find the best people to manage them to deliver on those objectives.
By focusing on our investors and what they need, we aim to minimise the surprises that they will face on their journey.
Our fund range gives investors access to the best ideas from top managers all over the world, whatever their investment goals.
Our fund selection process
We have curated a comprehensive range of unit trust funds run by top managers to meet our investors' needs.
Step one
We identify the kind of funds that our investors will need to meet their specific objectives.
Step two
We scrutinise the performance of hundreds of managers, looking for those who have shown the ability to deliver on those objectives.
Step three
After forming a shortlist, we go beyond the numbers, analysing each of the managers to find the qualities we are looking for.
Step four
We visit the managers multiple times to see how their businesses are set up, how they work, and how they make decisions.
Step five
We select the best people to partner with us on each of our funds, setting up long-term relationships that will deliver results for our investors.
Step six
We continuously monitor how each of our partners is performing, ensuring that they persistently meet the standards we are looking for.
The leadership team
Our experienced team brings a global perspective to what we do.