First Choice

Alpha’s Separately Managed Accounts (SMAs) are actively managed diversified portfolios invested across growth assets (such as Australian and international equities, property, infrastructure) and defensive income-oriented assets (such as cash, 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.

SMAs 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, whether they are direct securities or units in a managed fund.

Importantly, performances 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.

First Choice managed accounts are specifically designed to:

be actively managed

help you achieve your financial goals

provide a transparent, beneficial ownership structure

have a dynamic asset allocation

consider fees and taxes

First Choice Portfolios

Each of the Alpha SMA 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 Moderate Portfolio

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

» $2,000 minimum investment

» Fees available upon request

FACT SHEETS

Alpha Moderate Portfolio

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

» $2,000 minimum investment

» Fees available upon request

FACT SHEETS

Alpha Moderate Portfolio

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

» $2,000 minimum investment

» Fees available upon request

FACT SHEETS

Alpha Moderate Portfolio

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

» $2,000 minimum investment

» Fees available upon request

FACT SHEETS

Alpha Moderate Portfolio

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

» $2,000 minimum investment

» Fees available upon request

FACT SHEETS

Alpha Moderate Portfolio

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

» $2,000 minimum investment

» Fees available upon request

FACT SHEETS

Alpha Moderate Portfolio

An actively managed diversified portfolio primarily focused on the preservation of capital and purchasing power while producing a stable income return.

4
Years Investment Horizon

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
Learn More

Alpha Balanced Portfolio

An actively managed diversified portfolio that seeks to blend a measure of capital growth and a modest but stable income stream.

5
Years Investment Horizon

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
Learn More

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.

7
Years Investment Horizon

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
Learn More

Alpha High Growth Portfolio

An actively managed diversified portfolio primarily focused on growing capital while being largely agnostic to producing income.

10
Years Investment Horizon

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
Learn More

Get in touch

Contact Us

Get in touch today to find out more about First Choice managed accounts to create better investment outcomes for your clients.

Call us on 131336 if in Australia or +61 2 9197 3050 if overseas. Email us to contactus@cfs.com.au