Alpha Moderate Fund
The Alpha Moderate Fund is a broadly diversified investment strategy that has been designed with the potential to be used to be a ‘whole of portfolio’ solution for ‘Moderate’ risk profile investors.
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Investment Philosophy
Six key principles
Alpha’s investment philosophy outlines the principles that guide our investment decision-making process, beginning with putting the best interests of our clients first. Accordingly, these key principles also guide our approach to SMA portfolio construction and active funds management.
Alpha’s overarching investment philosophy is predicated on the preservation of capital and its purchasing power over an appropriate timeframe. We endeavour to take investment risk only when prospective returns are assessed as being adequate to compensate for the risk being taken over a relevant timeframe.
The Alpha
Investment Philosophy
- The preservation of capital and its purchasing power is fundamental to our process.
- We take investment risk where our forecast returns are adequate to compensate for those risks over the relevant timeframe.
- The relationship between risk and return exists over the long term, but is not always consistent over shorter time frames.
- We prioritise valuation over price as assets will ultimately revert to their ‘fair’ value over time, but acknowledge markets are not always rational in their pricing or timing, creating an opportunity for active investing to deliver additional performance.
- We use portfolio diversification to cost effectively manage the risk of an uncertain future.
- Fees and taxes impact performance so their consideration is integral to our actions.
Alpha Managed Accounts
Alpha’s Separately Managed Accounts are actively managed diversified portfolios invested across growth assets and defensive income-oriented assets.
Explore the Alpha Fund Series
Alpha Managed Funds
Alpha Moderate Fund
Alpha Balanced Fund
Alpha Growth
Fund
Alpha High Growth Fund
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For all general enquiries regarding the Alpha investment products and services please contact our friendly team via the contact form.
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.