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Discover our suite of Managed Products.

Areus is an Australian asset management & financial services firm with the primary focus of identifying what we consider to be best-in-class investment products, strategies & portfolios that have historically generated robust risk-adjusted returns to investors. Generally, these products and strategies are not available to the public or are only offered in limited geographic locations.

Areus Funds & Products have been established as vehicles for accredited investors to access these portfolios & strategies. Access they would otherwise not have.

The Alpha Gold Strategy is a multi-award-winner having received 6x Top 10 Excellence Awards for monthly performance from BarclayHedge.

OUR MANAGED PRODUCTS

Build wealth by planning ahead.

Areus
Alpha Gold AMC

Targeted Returns: +20% (net of fees)*

Open to: Accredited investors only

Structure: AMC (Actively Managed Certificates)

Fund Manager: Areus Asset Management

AMC Issuance & Management: ISP Securities AG.

Portfolio Investments: XAUUSD (Being the Gold/USD currency pair).

Minimum Investment: USD$50,000

Applications/ Redemptions: Monthly

 

OVERVIEW

Structured for accredited investors not based in Australia – The Alpha Gold AMC Portfolio is designed to be a technical, long-short, multi-strategy absolute returns focused portfolio, focusing on the spot gold/USD currency pair. Alpha Gold aims to deliver high risk-adjusted returns that are uncorrelated to traditional asset classes.

CLOSED TO NEW INVESTORS

Areus
Optimus Fund

Targeted Returns: RBA Cash Rate + 2% (net of fees)*

Open to: Accredited & Wholesale investors only

Fund Manager: Areus Asset Management

Portfolio Manager: FIIG Securities

Portfolio Manager AUM: $500m

Fund Investments: Investment Grade Only – Australian Bonds, FRNs, Bank Bills, TDs, Corporate Debt.

Minimum Investment: $50,000

Applications/ Redemptions: Daily

 

OVERVIEW

This actively managed Fund is constructed with a diversified portfolio of Investment Grade – Australian fixed interest securities. Using a number of income generating strategies the Fund aims to provide investors with a steady stream of income and capital stability, with the flexibility of daily liquidity.

LAUNCHES JULY 2024

Areus
Pure Alpha Fund

Targeted Returns: +20% (net of fees)*

Open to: Accredited & Wholesale investors only

Fund Manager: Areus Asset Management

Portfolio Manager AUM: $500m

Fund Investments: XAUUSD (Being the Gold/USD currency pair). As well as The Optimus Fund and other similar liquid investment grade assets including term deposit, NCD, cash and notice a/cs, bank bills, short duration bonds and FRNs.

Minimum Investment: $50,000

Applications/ Redemptions: Monthly

 

OVERVIEW

The Areus Pure Alpha Fund is focused on the Alpha Gold Strategy which is complemented by allocating excess capital not required for the Alpha Gold Strategy margin into The Optimus Fund, as well as other similar liquid investment grade assets including term deposit, NCD, cash and notice a/cs, bank bills, short duration bonds and FRNs.

The Optimus Fund invests only in AUD Investment Grade, Fixed Income Securities with a minimum portfolio rating of A-, and has a target return of RBA Cash Rate plus 2% net of fees.*

CLOSED TO NEW INVESTORS

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