Alpha Fund Managers
Alpha Fund Managers

Overview

Investment objective

The Alpha Australian Small Companies Fund is designed for investors seeking superior long-term returns by investing in an actively managed portfolio of Australian Small Companies shares. It aims to outperform (before fund fees and expenses, and before taxes) the S&P ASX Small Ordinaries Index over rolling 5 to 7 year periods. The Fund may exhibit a relatively benchmark unaware process in pursuit of superior returns - i.e. the Fund may not invest into stocks just because they are in the benchmark. As a result the composition and returns of the portfolio may deviate significantly from that of the benchmark. The Fund will leverage extensively off the proprietary research and view of the Underlying Investment Managers.

Investments held

The Alpha Australian Small Companies Fund gains exposure to predominately small to medium market capitalisation shares listed on the ASX, by investing with Australian Small Companies investment managers.

Minimum suggested investment timeframe

The minimum suggested investment timeframe for the Alpha Australian Small Companies Fund is 5 to 7 years. The minimum suggested timeframe is a general guide only, and does not take into account your individual circumstances. We advise investors to seek financial advice to determine an appropriate investment period for the Alpha Australian Small Companies Fund.

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Investment managers

Kinetic investment Partners

Kinetic Investment Partners ('Kinetic') is a boutique investment manager, dedicated to the analysis of listed small companies in Australia. Kinetic has a well-established, tested and proven process for small company investment. This process is coupled with a broadly-diversified portfolio - offering a risk-efficient approach to small cap investing. The Kinetic team is stable and experienced, with a strong track record.

Fairview Equity Partners

Fairview Equity Partners ('Fairview') is a boutique investment firm that aims to deliver consistent returns across the various stages of the investment cycle. This is through a core active approach to smaller companies investing and broad based coverage across both the industrial and resources universe. The investment team has an average 17 years experience in funds management and financial markets. They are also substantial co-investors in the fund.