Aureus High Yield Fund
Don’t Delay, Invest Today
The Aureus Fund operates as a wholesale fund structured as a unit trust. It pools Investors money to acquire diverse investments managed by the Investment Manager to optimise returns and manage risks. The Trustee ensures all activities comply with regulatory standards. Investors gain access to Aureus Fund’s specialised knowledge, including market insights and strategies designed to maximise returns while minimising risk. The team employs a disciplined approach to investment management, ensuring the Fund’s Portfolio is well positioned to capitalise on market opportunities and navigate economic uncertainties.
About Aureus Investment
At Aureus Investment, we don t just manage funds we craft financial futures. Our approach blends time tested wisdom with cutting edge strategies, always keeping your prosperity at the forefront. Discover how we turn market complexity into your investment clarity:
The Fund’s investment philosophy centres on a disciplined, strategic approach for long term growth and stability. Aureus Funds believes in thorough research and due diligence, identifying opportunities with a strong risk reward balance. Diversification is a cornerstone of Aureus Funds, spreading investments across active management, with continuous monitoring and timely adjustments. Aureus Funds commits to transparency and ethical practices, ensuring investors are well informed. The philosophy aims to protect and grow investors’ wealth through a prudent, proactive, and principled approach.
The Fund actively invests in listed Australian securities and options, listed U.S. securities, bonds, managed funds, and private equity. Portfolio allocation to asset classes depends on market conditions, prioritising capital preservation and investment returns. The Fund balances liquid and illiquid investments to ensure funds are available for redemption when requested by investors. For exampleK > In an uptrend, the Fund profits from buying and selling securitiesK > Meanwhile, private equity provides returns regardless of market sentiment.
INVESTMENT INSIGHTS
Strategic Wealth Blueprint
Discover our diversified approach to capital preservation and growth in this comprehensive E-book. Learn how we navigate markets, balance risks, and maximise returns for long term wealth creation.
Management Costs
2% per annum of Fund GAV, calculated and paid monthly.
Performance Fees
50% of outperformance above an 8% hurdle rate, calculated and paid monthly.
Fee Structure
Detailed fee information including entry fees, management costs, and performance fees
Why choose us
Precision in Investment Strategy
Approach to Investing
The Fund’s approach to investing is relevant to investors’ required rates of return. The Fund maintains an actively managed investment style to ensure exposure to asset classes with higher risk profiles are generating the required returns for Investors. Higher risk investments are complimented with investments which can provide greater certainty of investment returns. Each investment is thoroughly analysed prior to investing. Analysis of the financial modelling and legal agreements is paramount to deliver the desired outcome for investors.
Due Diligence
The Fund’s rigorous due diligence process is focused on the preservation of capital and generating the required rate of return for investors.
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Our Services
Key Features
Investing across a variety of asset classes to balance risk and return.
Robust Risk
Controls
Comprehensive risk management practices to protect your capital.
Long-term Growth Focus
Prioritising sustainable growth and capital preservation.
Innovative Investment Strategies
Leveraging cutting-edge techniques to identify and capitalise on emerging opportunities.
INVESTMENT STRATEGY
Unlocking the Potential: Your Path to Resilient Wealth
Discover how our diversified portfolio aims to preserve capital and deliver consistent returns, even in challenging market conditions.
listed Australian securities
listed U.S. securities
bonds
managed funds (Australian only)
private equity (Australian and International)
Testimonials
What People Say
About Us
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Insight
Blog & News
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The Mind Behind Aureus
Phillip Dwyer
The sole director of Aureus Funds is Phillip Dwyer, an accomplished finance professional with extensive education and experience. He holds multiple qualifications in finance, commerce, and related fields. Phillip has a strong background in acquiring and growing financial services businesses, managing financial operations of multinational organisations, and providing valuable recommendations to senior management. He is passionate about optimising financial performance and driving sustainable growth.
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Navigation to us
Location : Level 3, 26 Marine Parade, Southport, QLD, 4215
Trustee and Investment Manager Aureus Funds Investment Management Pty. Ltd. ACN 677 255 131 CAR No. 0013100 of Stanford Capital Pty Limited ABN 82 600 590 887 AFSL 461981
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