Alpha Income SMA
Alpha’s Income Separately Managed Account (SMA) is an actively managed diversified portfolio invested across income-oriented assets (such as cash, bonds and fixed interest) and at times may include a small amount of growth assets (such as Australian and international equities, property, infrastructure) which is constructed based on a proven investment philosophy and process that combines active asset allocation and investment selection.
The portfolio is actively managed and primarily focused on the sustainable generation of income while preserving capital and purchasing power over time. It seeks to take advantage of opportunities when they present and to respond to changes in market conditions with the allocation to the various asset classes and strategies managed dynamically within your portfolio and adjusted within certain ranges based on our assessment of market conditions.
Alpha Income SMAs are specifically designed to:
Alpha Income SMA Portfolio
The Alpha Income SMA Portfolio 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 the objective.
Alpha Income Portfolio
An actively managed diversified portfolio primarily focused on the sustainable generation of income while preserving capital and purchasing power over time using a multisector multi-strategy portfolio construction approach.
The Alpha Income Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 1% per annum after fees over rolling 3-year periods.
- Up to 20% growth assets
- $25,000 minimum investment
- Fees available upon request
How SMAs Work
There are four key parties who work together to implement your Separately Managed Account. These parties and their responsibilities are detailed below.
Your Adviser
Your financial adviser ensures that your account is delivering on your agreed strategy or strategies and is responsible for ensuring it operates according to your plan. Your adviser will also provide you with portfolio updates and answer and questions you may have.
01Your Investment Manager
Your investment or portfolio manager is responsible for the selection and allocation of all of your underlying investments. Alpha Investment Management is your investment manager and will select and allocate according to your investment philosophy and the specific investment strategy for your portfolio.
02Your Platform
Your platform is the custodian of your funds and provides the interface between you and your assets. You will be provided secure online access to your platform where you can view current asset allocations and your portfolio status at any time.
03Your Responsible Entity
The responsible entity is responsible for the Investment Manager's compliance with regulation and for issuing you with the Product Disclosure Statement (PDS).
04More SMA options
Get in touch
Contact Us
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.