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.
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.
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
» $2,000 minimum investment
» Fees available upon request
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
» $2,000 minimum investment
» Fees available upon request
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
» $2,000 minimum investment
» Fees available upon request
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
» $2,000 minimum investment
» Fees available upon request
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
» $2,000 minimum investment
» Fees available upon request
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
» $2,000 minimum investment
» Fees available upon request
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.
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.
The Alpha Growth Portfolio aims to achieve a return that exceeds inflation (CPI) by 4% per annum after fees over rolling 7-year periods.
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.
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
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.