Euree Multi Asset Balanced Fund - Demo

Euree Multi Asset Balanced Fund

The Fund invests in an actively managed and diversified portfolio of growth orientated assets and defensive assets across Australian and global equities, fixed interest, property, and alternative asset classes.

Learn More

Product Objective:

The Fund invests in an actively managed and diversified portfolio of growth orientated assets and defensive assets across Australian and global equities, fixed interest, property, and alternative asset classes.

The Fund will invest in a mixture of asset classes to form a multi-asset portfolio. This will be achieved through strategic asset allocation, considering long term projections on asset class performance, as well as short term dynamic asset allocation tilts. Euree will make decisions about buying and selling investments of the Fund on a daily basis (often called ‘active management’), selecting individual investments and also changing the mix of the types of investments as and when considered appropriate.


Portfolio Construction

The Euree Balanced Fund aims to build exposure to a diverse portfolio with investments selected for characteristics such as:

Long Term Capital Growth

Attractive income streams

Inflation Protection

Risk Mitigation

Euree Asset Management has defined targets around long term target exposure allocation. The allowable ranges apply on an asset class level and additional investment restrictions are considered in day-to-day portfolio management.


Investment Target Return

The aim of the Fund is to earn Investors a return of CPI +3.5% p.a. (after fees) over rolling 10 year periods while 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.

Please contact you financial advisor for more information.

Regards

James

Resources

To ensure you are fully informed about the fund, please find the full
resources and documentation including the application form

Product Disclosure
Statement

Updated 3rd July 2023

Download PDSAdditional Information Booklet

Application
Form

Updated 3rd July 2023

Download Here

Target Market
Determination

Updated 3rd July 2023

Download Here

Investing Process

OUR 3 STEP

Here are three simple steps to get started:

Get Started

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.


Home - Demo

Investment Advisor to
3 Managed Investment Schemes

EXCLUSIVE OPPORTUNITIES

Euree Multi Asset
Balanced Fund

The Fund invests in an actively managed and diversified portfolio of 60% growth orientated assets and 40% defensive assets across Australian and global equities, fixed interest, property, and alternative asset classes

Euree Multi Asset
Growth Fund

The Fund invests in an actively managed and diversified portfolio of 80% growth orientated assets and 20% defensive assets across Australian and global equities, fixed interest, property and alternative asset classes

Euree A-REIT
Securities Fund

The Fund will give you exposure to a varying mix of listed A-REITs 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

View Fund Details

About Euree Asset Management

COMPANY OVERVIEW

Euree Asset Management delivers exceptional investment solutions and superior client service. We stand out as a trusted partner for investors seeking professional asset management services. Our commitment is to deliver consistent investment performance, customised solutions, robust risk management, and exceptional client service positions, as a leading player in the asset management industry.

Learn More

Expertise & Experience

WHY CHOOSE US

Our strong relationships with Financial Planning Groups provide a clear competitive advantage

Euree Asset Management brings extensive expertise and experience to the table. With a team of seasoned professionals, including portfolio managers, research analysts, and financial advisors, we have a deep understanding of the financial markets and a proven track record of delivering strong investment results.

Meet the Team

An active approach to asset selection is adopted.

OUR APPROACH

Euree Asset Management’s funds are designed to address investors’ needs for sustainable, regular, sound income streams and high growth investments drawing on internally and externally generated research.

Euree’s internal research, paired with the use of third-party research and consultants creates a confluence of ideas, styles and methodologies to form an opinion on asset selection within the portfolios. Euree’s internal capabilitiues are complemented by external asset consultants to form a deep understanding of all asset classes. The Euree team has specialist knowledge in property and alternative assets, allowing for greater exposure to these asset classes across all portfolios.

Meet Our Team

Meet our team of experienced and entrepreneurial professionals who are dedicated to
delivering exceptional results for your clients

James Hird

James is currently the founder and Managing director of Euree Asset Management. Euree runs a master fund portfolio specialising in multi-asset investments across Equities, Fixed Interest, Property, and Alternative Assets

Alex Edmonds

Alex brings 8 years working across portfolio management and wealth management to the team. Alex developed a deep understanding of multi asset portfolios through prior roles working in the financial advice industry

Winston Sammut

Winston Sammut is an Investment Specialist with more than 40 years' experience in investment markets and the investment management industry, having previously worked for companies including Commonwealth Bank, Ausbil

James Hird

James is currently the founder and Managing director of Euree Asset Management. Euree runs a master fund portfolio specialising in multi-asset investments across Equities, Fixed Interest, Property, and Alternative Assets

Allan Hall

Alan is an experienced legal practitioner with demonstrated ability and success in leading and managing the delivery of legal services relating to commercial and infrastructure-based projects and transactions both in Australia

Garry Crole

Garry is a highly experienced and well regarded Financial Services Executive. He founded Deakin Financial Planning and ASX listed company that was later acquired by IOOF

More About Our Team

Euree Asset Management’s funds are designed to address investors’ needs for sustainable regular sound income streams and high growth investments drawing on internally and externally generated research.

View Our Funds

Get in touch with our advisors

Whether it be information about our investment funds, strategies or general inquiries, we’d love to hear from you. Simply fill in the form below and we’ll be in touch shortly.


Privacy Policy

Privacy Policy

Euree Asset Management

1.1. Euree Asset Management respects your right to privacy and is committed to safeguarding the privacy of our customers and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information.

1.2. “Personal information” is information we hold which is identifiable as being about you.

2.1. Euree Asset Management will, from time to time, receive and store personal information you enter onto our website, provided to us directly or given to us in other forms.

2.2. You may provide basic information such as your name, phone number, address and email address to enable us to send information, provide updates and process your product or service order. We may collect additional information at other times, including but not limited to, when you provide feedback, when you provide information about your personal or business affairs, change your content or email preference, respond to surveys and/or promotions, provide financial or credit card information, or communicate with our customer support.

2.3. Additionally, we may also collect any other information you provide while interacting with us.

3.1. Euree Asset Management collects personal information from you in a variety of ways, including when you interact with us electronically or in person, when you access our website and when we provide our services to you. We may receive personal information from third parties. If we do, we will protect it as set out in this Privacy Policy.

4.1. Euree Asset Management may use personal information collected from you to provide you with information, updates and our services. We may also make you aware of new and additional products, services and opportunities available to you. We may use your personal information to improve our products and services and better understand your needs.

4.2. Euree Asset Management may contact you by a variety of measures including, but not limited to telephone, email, sms or mail.

5.1. We may disclose your personal information to any of our employees, officers, insurers, professional advisers, agents, suppliers or subcontractors insofar as reasonably necessary for the purposes set out in this Policy. Personal information is only supplied to a third party when it is required for the delivery of our services.

5.2. We may from time to time need to disclose personal information to comply with a legal requirement, such as a law, regulation, court order, subpoena, warrant, in the course of a legal proceeding or in response to a law enforcement agency request.

5.3. We may also use your personal information to protect the copyright, trademarks, legal rights, property or safety of Euree Asset Management, www.eureeassetmanagement.com, its customers or third parties.

5.4. Information that we collect may from time to time be stored, processed in or transferred between parties located in countries outside of Australia. These may include, but are not limited to USA or other countries providing 3rd party services for the running of this website.

5.5. If there is a change of control in our business or a sale or transfer of business assets, we reserve the right to transfer to the extent permissible at law our user databases, together with any personal information and non-personal information contained in those databases. This information may be disclosed to a potential purchaser
under an agreement to maintain confidentiality. We would seek to only disclose information in good faith and where required by any of the above circumstances.

5.6. By providing us with personal information, you consent to the terms of this Privacy Policy and the types of disclosure covered by this Policy. Where we disclose your personal information to third parties, we will request that the third party follow this Policy regarding handling your personal information.

6.1. Euree Asset Management is committed to ensuring that the information you provide to us is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss and unauthorised access, modification and disclosure.

6.2. The transmission and exchange of information is carried out at your own risk. We cannot guarantee the security of any information that you transmit to us, or receive from us. Although we take measures to safeguard against unauthorised disclosures of information, we cannot assure you that personal information that we collect will not be disclosed in a manner that is inconsistent with this Privacy Policy.

7.1. You may request details of personal information that we hold about you in accordance with the provisions of the Privacy Act 1988 (Cth). A small administrative fee may be payable for the provision of information. If you would like a copy of the information, which we hold about you or believe that any information we hold on you is inaccurate, out of date, incomplete, irrelevant or misleading, please email us at contact@eureeassetmanagement.com.

7.2. We reserve the right to refuse to provide you with information that we hold about Date , Month Year you, in certain circumstances set out in the Privacy Act.

8.1. If you have any complaints about our privacy practices, please feel free to send in details of your complaints to Level 8, 525 Flinders St, Melbourne, 3000. We take complaints very seriously and will respond shortly after receiving written notice of your complaint.

9.1. Please be aware that we may change this Privacy Policy in the future. We may modify this Policy at any time, in our sole discretion and all modifications will be effective immediately upon our posting of the modifications on our website or notice board. Please check back from time to time to review our Privacy Policy.

10.1. When you visit our website
When you come to our website (www.eureeassetmanagement.com) we may collect certain information such as browser type, operating system, website visited immediately before coming to our site, etc. This information is used in an aggregated manner to analyse how people use our site, such that we can improve our service.

10.2. Cookies
We may from time to time use cookies on our website. Cookies are very small files which a website uses to identify you when you come back to the site and to store details about your use of the site. Cookies are not malicious programs that access or damage your computer. Most web browsers automatically accept cookies but you can choose to reject cookies by changing your browser settings. However, this may prevent you from taking full advantage of our website. Our website may from time to time use cookies to analyses website traffic and help us provide a better website visitor experience. In addition, cookies may be used to serve relevant ads to website visitors through third party services such as Google Adwords. These ads may appear on this website or other websites you
visit.

10.3. Third party sites
Our site may from time to time have links to other websites not owned or controlled by us. These links are meant for your convenience only. Links to third party websites do not constitute sponsorship or endorsement or approval of these websites. Please be aware that Euree Asset Management is not responsible for the privacy practises of other such websites. We encourage our users to be aware, when they leave our website, to read the privacy statements of each and every website that collects personal identifiable information.

www.eureeassetmanagement.com also may use interfaces with social media sites such as Facebook, LinkedIn, Twitter and others. If you choose to “like” or “share” information from this website through these services, you should review the privacy policy of that service. If you are a member of a social media site, the interfaces may allow the social media site to connect your visits to this site with other Personal Information

Our website uses Google Analytics, a service which transmits website traffic data to Google servers in the United States. Google Analytics does not identify individual users or associate your IP address with any other data held by Google. We use reports provided by Google Analytics to help us understand website traffic and webpage usage.

By using this website, you consent to the processing of data about you by Google in the manner described in Google’s Privacy Policy and for the purposes set out above. You can opt out of Google Analytics if you disable or refuse the cookie, disable JavaScript, or use the opt-out service provided by Google

Contact us about your privacy concerns.

Contact Us

Terms and Conditions

Terms and Conditions

These terms and conditions (the “Terms and Conditions”) govern the use of www.eureeassetmanagement.com (the “Site”). This Site is owned and operated by Euree Asset Management Pty Ltd. This Site is a business.

By using this Site, you indicate that you have read and understand these Terms and Conditions and agree to abide by them at all times.

All content published and made available on our Site is the property of Euree Asset Management and the Site’s creators. This includes, but is not limited to images, text, logos, documents, downloadable files and anything that contributes to the composition of our Site.

Euree Asset Management and our directors, officers, agents, employees, subsidiaries, and affiliates will not be liable for any actions, claims, losses, damages, liabilities and expenses including legal fees from your use of the Site.

Except where prohibited by law, by using this Site you indemnify and hold harmless Euree Asset Management and our directors, officers, agents, employees, subsidiaries, and affiliates from any actions, claims, losses, damages, liabilities and expenses including legal fees arising out of your use of our Site or your violation of these Terms and Conditions.

These Terms and Conditions are governed by the laws of the State of New South Wales.

If at any time any of the provisions set forth in these Terms and Conditions are found to be inconsistent or invalid under applicable laws, those provisions will be deemed void and will be removed from these Terms and Conditions. All other provisions will not be affected by the removal and the rest of these Terms and Conditions will still be considered valid.

These Terms and Conditions may be amended from time to time in order to maintain compliance with the law and to reflect any changes to the way we operate our Site and the way we expect users to behave on our Site. We will notify users by email of changes to these Terms and Conditions or post a notice on our Site.

Please contact us if you have any questions or concerns. Our contact details are as follows:

1800 700 666
contact@eureeassetmanagement.com
Level 8, 525 Flinders St,
Melbourne, 3000

You can also contact us through the contact us form available on our Site.


Our Team

Meet the Team

OUR PROFESSIONALS

Our team of investment professionals collectively bring a wealth of experience and expertise in portfolio management and wealth management. With a strong background in the financial advice industry, we have cultivated a deep understanding of multi-asset portfolios, investment strategies, market analysis, and portfolio construction in order to tailor investment solutions that align with our client’s objectives.


James Hird

CEO

James is currently the founder and Managing director of Euree Asset management

James Hird

CEO

James is currently the founder and Managing director of Euree Asset management

Alan Hall

Chairman

Alan is an experienced legal practitioner with demonstrated ability and success

Alan Hall

Chairman

Alan is an experienced legal practitioner with demonstrated ability and success

Garry Crole

Non Executive Director

Garry is a highly experienced and well regarded Financial Services Executive

Garry Crole

Non Executive Director

Garry is a highly experienced and well regarded Financial Services Executive

Winston Sammut

Director Property

Winston Sammut is an Investment Specialist with more than 40 years' experience

Winston Sammut

Director Property

Winston Sammut is an Investment Specialist with more than 40 years' experience

Alex Edmonds

Chief Investment Officer

Alex brings 8 years working across portfolio management and wealth management

Alex Edmonds

Chief Investment Officer

Alex brings 8 years working across portfolio management and wealth management

Mark Phillips

Compliance Officer

Mark has been involved in the financial services industry for over 38 years

Mark Phillips

Compliance Officer

Mark has been involved in the financial services industry for over 38 years

John Downes Krause

Property & Macro Economics Consultant

John is a former senior institutional investment manager and financial markets professional

John Downes Krause

Property & Macro Economics Consultant

John is a former senior institutional investment manager and financial markets professional

Our team of advisors and portfolio managers play a critical role in conducting in-depth market
research and analysis. They monitor market trends, analyse financial data, and evaluate investment
opportunities across various asset classes.

View Our Funds

Get in Touch

We are located at
Level 8, 525 Flinders St,
Melbourne 3000

WHERE

Our team of investment professionals combine the expertise and experience to provide investment solutions.

 

We take pride in playing an instrumental role in asset allocation and investment decision making.

Contact Details

Speak To Us Directly
1800 700 666

Email Details

Email Us Directly
contact@eureeassetmanagement.com

Get in touch with our advisors

Whether it be information about our investment funds, strategies or general inquiries, we’d love to hear from you. Simply fill in the form below and we’ll be in touch shortly.


Our Services

Investment Advisor to
3 Managed Investment Schemes

EXCLUSIVE OPPORTUNITIES

Euree Multi Asset
Balanced Fund

The Fund invests in an actively managed and diversified portfolio of 60% growth orientated assets and 40% defensive assets across Australian and global equities, fixed interest, property, and alternative asset classes

Euree Multi Asset
Growth Fund

The Fund invests in an actively managed and diversified portfolio of 80% growth orientated assets and 20% defensive assets across Australian and global equities, fixed interest, property and alternative asset classes

Euree A-REIT
Securities Fund

The Fund will give you exposure to a varying mix of listed A-REITs 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

Information Authority Form

Is designed for investors seeking long-term capital appreciation. This plan focuses on investing in a diversified mix of high-growth assets, such as equities and emerging market opportunities. It is suitable for investors with a higher risk tolerance and a longer investment horizon. Our experienced portfolio managers actively manage the portfolio to identify growth opportunities and adjust allocations based on market conditions.

Learn More

Latest Updates

Euree Asset Management can help keep you up-to-date with some of the latest financial insights, market trends, and investment strategies through our curated selection of news articles.

 

We cover a diverse range of topics, from global economic developments to innovative investment opportunities, all carefully chosen to help you make informed decisions for your financial future.

Learn More

Analyst Insights

Drawing from extensive experience in the financial advisory sector, our group of investment experts collectively aim to actively contribute their investment perspectives to the media.

Learn More

Our Mission

Our Mission

Our mission is to enable investors to achieve their objectives through actively managed investment solutions to generate superior returns over the medium to long term. Eurees’ investment objective is to help enhance the financial wellbeing of its investors while also playing a positive role in society.

At Euree, our desire is to create an inclusive, dynamic, and honest environment for our people where stakeholders are respected and treated equally.

Our Values

Hardworking

Dedicate ourselves to ensure our investor’s best interests are at the forefront. No stone is left unturned in the search for opportunities and ensuring we adhere to and comply with all regulatory requirements.


Inquisitive

We are constantly searching, learning, and asking questions. We understand that to get and do better we must have an open, curious mindset.


Honest

At all times, to be honest with each other, our investors, the market, and our performance.


Committed to our investors

Our primary commitment is to do the right thing for our investors as they trust us to do the best for them in every situation.


Reality

Embrace reality and deal with it.



Euree Multi Asset Balanced Fund

Euree Multi Asset Balanced Fund

The Fund invests in an actively managed and balanced portfolio of growth orientated assets and defensive assets across Australian and global equities, fixed interest, property, and alternative asset classes.

Learn MoreSQM Rating Report

Product Objective:

The Fund invests in an actively managed and diversified portfolio of growth orientated assets and defensive assets across Australian and global equities, fixed interest, property, and alternative asset classes.

The Fund will invest in a mixture of asset classes to form a multi-asset portfolio. This will be achieved through strategic asset allocation, considering long term projections on asset class performance, as well as short term dynamic asset allocation tilts. Euree will make decisions about buying and selling investments of the Fund on a daily basis (often called ‘active management’), selecting individual investments and also changing the mix of the types of investments as and when considered appropriate.


Portfolio Construction

The Euree Balanced Fund aims to build exposure to a diverse portfolio with investments selected for characteristics such as:

Long Term Capital Growth

Euree Asset Management has defined targets around long term target exposure allocation. The allowable ranges apply on an asset class level and additional investment restrictions are considered in day-to-day portfolio management.


Investment Target Return

The aim of the Fund is to earn Investors a return of CPI +3% p.a. (after fees) over rolling 7 year periods while 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 use strategic asset allocation taking into account long term projections on asset class performance, as well as short term dynamic asset allocation tilts to provide returns and mitigate risk in the medium term.

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

Product Disclosure
Statement

Updated 3rd July 2023

Download PDSAdditional Information Booklet

Application
Form

Updated 3rd July 2023

Apply Here

Target Market
Determination

Updated 3rd July 2023

Download Here

Investing Process

OUR 3 STEP

Here are three simple steps to get started:

Get Started

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.


Euree Multi Asset Growth Fund

Euree Multi Asset Growth Fund

The Fund invests in an actively managed and diversified portfolio of growth orientated assets and defensive assets across Australian and global equities, fixed interest, property, and alternative asset classes.

Learn MoreSQM Rating Report

Product Objective:

The Fund invests in an actively managed and diversified portfolio of growth orientated assets and defensive assets across Australian and global equities, fixed interest, property and alternative asset classes.

The Fund will invest in a mixture of asset classes to form a multi-asset portfolio. This will be achieved through strategic asset allocation, considering long term projections on asset class performance, as well as short term dynamic asset allocation tilts. 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

The Euree Growth Fund aims to build exposure to a diverse portfolio with investments selected for characteristics such as:

Long Term Capital Growth

Euree Asset Management has defined targets around long term target exposure allocation. The allowable ranges apply on an asset class level and additional investment restrictions are considered in day-to-day portfolio management.


Investment Target Return

The aim of the Fund is to earn Investors a return of CPI +4% p.a. (after fees) over rolling 7 year periods while 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 use strategic asset allocation taking into account long term projection on asset class performance, as well as short term dynamic asset allocation tilts to provide returns and mitigate risk in the medium term.

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

Product Disclosure
Statement

Updated 3rd July 2023

Download PDSAdditional Information Booklet

Application
Form

Updated 3rd July 2023

Apply Here

Target Market
Determination

Updated 3rd July 2023

Download Here

Investing Process

OUR 3 STEP

Here are three simple steps to get started:

Get Started

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.