Euree Multi Asset Balanced Fund

Euree Multi Asset Balanced Fund

The investment manager for Euree Multi Asset Balanced Fund (ARSN 669 663 665) (Fund) is Euree Asset Management Pty Ltd ABN 40 665 390 241.

The Fund is a registered Australian managed investment scheme.

Fund 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.

Investment Target

The aim of the Fund is to earn Investors a return of CPI +3.0% 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.

The Fund is available to retail investors as those terms are defined in the Corporations Act 2001.

Additional information about the Fund can be found on the managers website

Should you have any queries, please contact us on or call us on (02) 8277 0000.