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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Investing
The Alpha
Approach to ESG
As a part of the investment process for managed funds, we seek to invest in companies that demonstrate leading ESG and ethical practices, while seeking to avoid exposure to companies and issuers whose core business is in activities which could be considered to negatively impact the environment or society.
The incorporation of this ESG overlay into the product was done in light of an increased desire by investors to understand and ensure that investments were inline with, or at least not opposed to, their personal views. This process also allows us to prioritise well managed companies whose future performance is less likely to be impacted by negative outcomes that occur either due to their poor governance or management practises, or the impact that changing societal demand will have on their good or service.
The Alpha
ESG Solution
The Alpha Managed Funds have an exclusion of controversial industries and companies. We use a simple ‘core’/primary business activity test to establish which types of companies are excluded from the portfolio on ESG grounds. The systematic exclusionary process and how ESG and sustainability is incorporated into the investment process is highly efficient and this enables us to provide the Fund without additional cost. Alpha’s investment process ensures that our portfolios exhibit strong sustainability characteristics measured in both ESG scoring and also the Carbon emissions footprint of the portfolio when compared to the benchmark.
Core business activities to avoid
Alpha’s investment approach actively considers sustainability issues when selecting investments.
Alpha will not directly invest in companies who are directly involved in the following activities:
- Production of tobacco
- Manufacture of controversial weapons (such as cluster bombs and nuclear weapons).
The Fund will not be directly invested in companies with core business activities as being directly involved
in any of the following activities →
- Alcohol Production
- Gambling and the Manufacture or Provision of Gaming Facilities
- Manufacture of Non-controversial Weapons
- Manufacture or Distribution of Pornography
- Uranium Mining
- Coal Mining
- Oil Production
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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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.