Alpha All Growth Fund

Investment objective

The Alpha All Growth Fund aims to provide a return (before fees, and expenses) that exceeds the Fund’s Benchmark (RBA Cash Rate plus 4.0%) over the medium to long term, with a focus on delivering a combination of both capital growth and income.

Investment strategy

This Fund is designed for investors seeking to access a balanced investment strategy that provides an appropriate combination of both capital growth and income. The Fund is broadly diversified across a range of asset classes, including Australian and international shares, property securities, infrastructure securities, Australian and international fixed interest, cash and alternatives. The Fund may also use derivatives.

Investment manager

Alpha Investment Management, founded in 2007, is a Fund manager and asset consultant whose highly experienced team specialise in the development and management of single and multi-asset objective based portfolios, including managed funds, Managed Accounts and high net worth specific investment mandates.

Alpha’s investment philosophy focuses on protecting investors’ capital and maintaining its real value over time, only taking risk when the expected return is sufficient to justify it. Recognising that while risk and return are linked over the long term, markets can be inconsistent in the short term, creating opportunities to invest in assets that may be mispriced relative to their underlying value. To manage uncertainty, Alpha emphasises diversification, careful attention to valuations rather than short-term price movements and a disciplined approach that considers the impact of fees and taxes on overall returns.