Product Objective:
The Fund will give you exposure to a diversified portfolio of listed property securities across but not limited to the retail, residential, commercial, hotel, industrial and real estate related social infrastructure sectors. The Fund may also invest in a selected range of other assets including listed property related securities, cash and fixed interest. Euree will make decisions about buying and selling investments of the Fund daily (often called active management), selecting individual investments and also changing the mix of the types of investments.
Portfolio Construction
Euree utilises a disciplined investment process combining in-depth fundamental research with portfolio construction and risk controls with the aim to add consistent value over time. The basic premise of Euree’s investment philosophy is that active management of a fund is the best way to respond to changing market expectations. In assessing securities for inclusion in the Fund’s portfolio, we implement a system driven process which produces a quality score for every investible security across a selection of factors including the sector and asset exposures, and financial management capabilities. The Fund’s investment criteria do not take into account labour standards, environmental, social or ethical considerations for the purpose of selecting, retaining or realising an investment of the Fund.
Investment Target Return
The aim of the Fund is to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5%p.a. (after fees) over rolling 3-year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment. The returns from the Fund are not guaranteed.
Investment Style
The Fund will aim to generate capital growth through a diversified portfolio of quality ASX listed property securities.
Please seek advice from your Financial Advisor
We strongly encourage you seek advice from your Financial Advisor
about this fund before making any decision to invest
Resources
To ensure you are fully informed about the fund, please find the full
resources and documentation including the application form
Application
Form
Updated 3rd July 2023
Target Market
Determination
Updated 3rd July 2023
Initial Consultation
STEP 1
The first step is to schedule an initial consultation with our team. During this consultation, we will discuss your financial goals, investment preferences, risk tolerance, and any specific requirements or concerns you may have. This conversation will help us understand your needs and develop a personalized investment strategy tailored to your unique circumstances.
Account Setup and Documentation
STEP 2
We firmly believe that our clients’ interests always come first. We take the time to understand their unique financial goals, risk tolerance, and investment preferences. This client-centric approach forms the foundation of our investment strategies and enables us to tailor our solutions to their specific needs. This research-driven approach enables us to make informed investment decisions and position portfolios for long-term success.
Funding Your Account
STEP 3
After your account is set up, the next step is to fund your investment account. We will provide you with detailed instructions on how to transfer funds into your account. This may involve wiring funds, initiating an electronic transfer, or depositing a check. Our team will guide you through the process and ensure that your funds are securely deposited into your investment account.
Welcome