Investment Philosophy
Alpha’s investment philosophy outlines the principles that guide our investment decision-making process, beginning with putting the best interests of our clients first.
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About Alpha
Funds Management
Led by Chief Investment Officer Jeff Mitchell, Alpha Investment Management is built on the extensive experience and knowledge of our Investment and Research team and offers both boutique funds management and investment management capabilities.
Alpha Fund Managers is a part of the broader Infocus Group, and was established in 2007 with the specific purpose of establishing the Alpha Fund Series, which offers investors access to a suite of multi-asset class funds based on different risk profiles including Moderate, Balanced, Growth and High Growth. Each Alpha fund has the aim of delivering consistent long-term outperformance across different market cycles, with a focus on delivering an appropriate blend of both capital growth and income. Explore our Alpha Funds here.
The Alpha Fund Series invests in a broad range of asset classes including:
- Australian and international shares
- Property securities
- Infrastructure securities
- Australian and international fixed interest
- Cash and alternatives
The Alpha Funds are rated as Favourable or
3.75 stars by SQM Research*
Investment Management
Alpha has been a provider of trusted investment solutions since 2007. We specialise in the development and management of a range of objective-based investment solutions for platforms, financial advisers and individual investors. Alpha is proud of its disciplined and fundamental valuation-driven approach to the creation of investment solutions to achieve client objectives.
Alpha’s Separately Managed Accounts (SMAs) are actively managed diversified portfolios invested across growth assets (such as Australian and international equities, property, infrastructure) and defensive income-oriented assets (such as cash and fixed interest). The current managed account capability includes Alpha SMAs Accounts and Alpha Index SMAs.
Each of our portfolios has a defined investment strategy that reflects a range of financial goals. The investment strategy determines how the portfolio is constructed, dynamically allocating assets proportionately across investment strategies and asset classes to achieve this objective.
The Responsible Entity
Established in 1888 by its own special Act of Parliament, Equity Trustees Limited (EQT) provides secure trustee services to the people of Victoria. Since establishment, EQT has been investing on behalf of clients and has expanded its services to meet the requirements of its clients. EQT is committed to acting in the best interests of its clients via wealth management solutions over a range of asset classes carrying different risk profiles. EQT’s responsibilities and obligations, as the Responsible Entity of the Funds, are governed by the Constitutions of the Funds as well as the Corporations Act and general trust law.
The Alpha Team
Meet the Alpha Investment Management team. Alpha’s investment team manages a range of multi-asset solutions, such as diversified funds and Separately Managed Accounts, across different risk profiles. Alpha’s strategies are largely objective-based, ‘whole of portfolio’ strategies which are constructed based on a proven investment philosophy and process that combines active asset allocation and investment selection. The team is well experienced, with multiple members having shared responsibility for research, portfolio management and investment decisions, reducing key person risk within the organisation.
Learn more about Alpha
Explore all that Alpha Investment Management has to offer below.
Investment Philosophy
Ethical Investing
Fund Management
Managed Accounts
Meet the team
*The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Important Information
© 2007-2024 Alpha Fund Managers Pty Ltd ABN 37 124 085 883 is a Corporate Authorised Representative of Alpha Investment Management Pty Ltd ABN 13 122 381 908 AFSL 307379. Please also refer to Alpha’s Target Market Determinations.