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. The Fund aims to deliver total returns with an appropriate blend of capital growth and income and invests 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 will seek to invest in companies that demonstrate leading ESG and ethical practices while seeking to avoiding exposure to companies and issuers with Core business in activities which we consider to negatively impact the environment or society. Specifically, the Fund will not directly invest in companies or issuers with Core(2) business activities directly involved in any of the following activities:
- Environmental Issues
- 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
Alpha Balanced Fund
Asset Allocation
40-60%
Growth Assets
40-60%
Defensive Assets
Growth Assets include Australian Shares, International Shares, Property Securities, Infrastructure Securities and Alternative Investments*.
Defensive Assets include Australian Fixed Interest, International Fixed Interest and Cash.
*Note: 20% maximum for Alternative Investments
Key Information for the Alpha Balanced Fund
How to
invest
There are a number of ways to invest in the Alpha Funds, click here to explore your options.
Key forms and
documents
View target market determinations, reference guides, product disclosure statements and application forms.
Contact
the team
If you have a specific question about the Alpha Funds please contact our team today.