Invest with us

I am an Investor

Investing in the Alpha Managed Funds can be done directly for individuals or Self Managed Super Funds (SMSFs) by completing an application form for the fund, available below.

Alternatively, if you are looking to invest in our SMAs via superannuation or an investment platform our funds are available on the following platforms:

  • Alpha Moderate Fund and Alpha High Growth Fund are available on the PlatformplusWRAP.
  • The Alpha Separately Managed Accounts are available across PlatformplusWRAP, Praemium, Netwealth and Macquarie Wrap.

Invest with us

I am an Adviser

If you’re a financial adviser looking for further information regarding the Alpha Investment Solutions please get in contact with our friendly team.

Key Forms and Documents

Key forms and
documents

Click here to view target market determinations, reference guides, product disclosure statements and application forms.

Explore the Alpha Fund Series

Alpha Managed Funds

Alpha Moderate Fund

Alpha Balanced Fund

Alpha Growth
Fund

Alpha High Growth Fund

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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Alpha Balanced Fund

The Alpha Balanced 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 ‘Balanced’ risk profile investors.

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Alpha Growth Fund

The Alpha Growth 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 ‘Growth’ risk profile investors.

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Alpha High Growth Fund

The Alpha High Growth 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 ‘High Growth’ risk profile investors.

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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.