Our mission is to create a substantial and growing long-term annuity stream for Jewish Charities via the “ownership” of investment management fees in a compelling investment solution.

The ORAH Fund is a professionally managed investment solution providing investors with access to a select group of specialist underlying funds, in a single investment vehicle. All management and performance fees are donated by the fund managers to Jewish charities without diluting investment returns.

There are zero costs associated with The ORAH Fund – all work done for the Fund is on a pro bono volunteer basis.

OUR PARTNER FUNDS

Australian

Long/short absolute return

Small-mid caps

Global

Long only

Multi-caps

Australian

Long/short absolute return

Multi-caps

Australian

Long only absolute return

Multi-caps

Global

Long only

Small-mid caps

Israel

Long only

Multi-caps

Global

Long only

Emerging Markets

Australian

Long only

Small-mid caps

Australia

Long only

Multi-caps

  • All the managers of the underlying funds rebate their management and performance fees to The ORAH Fund i.e. they are effectively not charging any fees
  • The only management and performance fees charged will be at The ORAH Fund level, which are then all donated to charities.

The ORAH Fund Structure

Investment Committee

SERVICE PROVIDERS

  • Pengana Capital Group (“Pengana”) holds an Australian Financial Services Licence, issued by the Australian Securities and Investments Commission
  • Pengana has experience in evaluating fund managers and managing underlying funds; some of the underlying funds are funds that are managed by Pengana
  • Pengana provides an array of services to The ORAH Fund FOR FREE (including; Trustee, funds management; fund selection and back office etc.)
  • The portfolio of underlying funds within The ORAH Fund have been selected by Pengana; each of the fund managers have experience and track records in managing their particular strategies
  • The auditor of the ORAH Project is Ageis (Stephen Jankelowitz). Ageis provides ongoing auditing and accounting services free of charge
  • The legal advisors of the ORAH Project are Hall & Wilcox (Harry New). Hall & Wilcox prepared the IM and the documentation for the ORAH Project free of charge, and continue to provide ongoing legal services free of charge.