FirstChoice
Alpha’s Managed Accounts (MAs) are actively managed diversified portfolios invested across growth assets (such as Australian and international equities, property and infrastructure) and defensive income-oriented assets (such as cash and fixed interest).
They are actively managed to take advantage of opportunities when they present and respond to changes in market conditions which allow them to make timely transactions for improved portfolio efficiency.
MAs provide a more effective and efficient way to invest your superannuation and other funds to help achieve your financial goals, taking in to account your investment timeframe and preferred level of risk.
The asset allocation within your portfolio is dynamically adjusted within certain ranges and as required, based on market conditions and forecasts for the asset class performance.
Investors have a direct or beneficial ownership of individual investments within their portfolios.
Importantly, performance is necessarily impacted by trading costs and management fees, along with tax outcomes for investors. The impact of all fees and charges are considered in the management of the portfolio.
FirstChoice managed accounts are specifically designed to:
FirstChoice Portfolios
Each of the Alpha FirstChoice MA Portfolios have 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 Conservative Portfolio
This portfolio is primarily focused on the sustainable generation of income while preserving capital and purchasing power over time using a multi-sector multi-strategy portfolio construction approach.
3
Years Investment
The Alpha Conservative Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 1% per annum after fees over rolling 3-year periods.
» 10% growth assets
» $20,000 minimum investment
» Fees available upon request
FACT SHEETS
Coming Soon
Alpha Moderate Portfolio
This portfolio is an actively managed diversified portfolio primarily focused on the preservation of capital and purchasing power while producing a stable income return.
4
Years Investment
The Alpha Moderate Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 2% per annum after fees over rolling 4-year periods.
» 30% growth assets
» $20,000 minimum investment
» Fees available upon request
FACT SHEETS
Coming Soon
Alpha Balanced Portfolio
This portfolio is an actively managed diversified portfolio that seeks to blend a measure of capital growth and a modest but stable income stream.
5
Years Investment
The Alpha Balanced Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 3% per annum after fees over rolling 5-year periods.
» 50% growth assets
» $20,000 minimum investment
» Fees available upon request
FACT SHEETS
Coming Soon
Alpha Growth Portfolio
This portfolio is an actively managed diversified portfolio that seeks to grow the capital base creating real wealth and producing a modest amount of income.
7
Years Investment
The Alpha Growth Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 4% per annum after fees over rolling 7-year periods.
» 70% growth assets
» $20,000 minimum investment
» Fees available upon request
FACT SHEETS
Coming Soon
Alpha High Growth Portfolio
This portfolio is an actively managed diversified portfolio primarily focused on growing capital while being largely agnostic to producing income.
10
Years Investment
The Alpha High Growth Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 4.5% per annum after fees over rolling 10-year periods.
» 90% growth assets
» $20,000 minimum investment
» Fees available upon request
FACT SHEETS
Coming Soon
Alpha Geared Portfolio
This portfolio is actively managed diversified portfolio primarily focused on growing capital with the inclusion of geared equity exposure to enhance returns
10
Years Investment
The Alpha Geared Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 5% per annum after fees over rolling 10-year periods.
» 90% growth assets
» $20,000 minimum investment
» Fees available upon request
FACT SHEETS
Coming Soon
Alpha Moderate Portfolio
An actively managed diversified portfolio primarily focused on the preservation of capital and purchasing power while producing a stable income return.
The Alpha Moderate Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 2% per annum after fees over rolling 4-year periods.
- 30% growth assets
- $25,000 minimum investment
- Fees available upon request
Alpha Balanced Portfolio
An actively managed diversified portfolio that seeks to blend a measure of capital growth and a modest but stable income stream.
The Alpha Balanced Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 3% per annum after fees over rolling 5- year periods.
- 60% growth assets
- $25,000 minimum investment
- Fees available upon request
Alpha Growth Portfolio
An actively managed diversified portfolio that seeks to grow the capital base creating real wealth and producing a modest amount of income.
The Alpha Growth Portfolio aims to achieve a return that exceeds inflation (CPI) by 4% per annum after fees over rolling 7-year periods.
- 75% growth assets
- $25,000 minimum investment
- Fees available upon request
Alpha High Growth Portfolio
An actively managed diversified portfolio primarily focused on growing capital while being largely agnostic to producing income.
The Alpha High Growth Portfolio aims to achieve a return that exceeds the cost of inflation (CPI) by 4.5% per annum after fees over rolling 10-year periods.
- 90% growth assets
- $25,000 minimum investment
- Fees available upon request
Get in touch
Contact Us
Get in touch today to find out more about the Alpha Managed Accounts on CFS FirstChoice to create better investment outcomes for your clients.
Call us on (02) 7801 6616 or Email enquiries@alphafundmanagers.com.au
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.