Alpha Fund Managers
Alpha Fund Managers

Overview

Investment objective

The Alpha Enhanced Yield Fund is designed for investors seeking high yields with moderate capital preservation, by investing in a globally-diversified portfolio of fixed interest and high yield securities. It aims to outperform Cash +1% ("U B S Warburg Bank 0 + Years" + 1%) over rolling 3 year periods. The Fund may invest in a portfolio of global government, semi-government, corporate, mortgage, asset-backed, high-yield and emerging-market sovereign debt, and other fixed interest securities - while seeking to preserve capital through diversification and prudent investment management.

Investments held

The Alpha Enhanced Yield Fund gains global exposure to a diversified range of fixed interest and hybrid securities, by investing into fixed interest and hybrid securities managed funds.

Minimum suggested investment timeframe

The minimum suggested investment timeframe for the Alpha Enhanced Yield Fund is 3 to 5 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 Enhanced Yield Fund.

Overview | Unit Price | Performance | Back to Funds Home

Investment managers

Putnam Investments

Putnam Investments ('Putnam') is a global asset manager with 70 years experience in managing money through every market environment, and across all major asset classes. With 200 investment professionals overseeing over US$163 billion for clients worldwide, Putnam offers investors the benefits of a well-resourced manager with the differentiated, team-based strategies of a boutique.

PIMCO

PIMCO Australia Pty Ltd ('PIMCO'), is a leader global investment management firm with more than $790 billion in assets under management as of 30 September 2008 and more than 1000 employees in offices in Newport Beach, New York, Singapore, Tokyo, London, Sydney, Munich, Toronto, and Hong Kong. Throughout PIMCO's 37-year history, they have been at the forefront in sectors like mortgage-backed securities and emerging market bonds. PIMCO remain's at the forefront today, pioneering the use of innovative solutions for their clients, including portable alpha and absolute return strategies.

Amundi Asset Management

Established in Australia in early 2007, Amundi Asset Management Australia is a wholly owned subsidiary of Amundi, the combined asset management arm of Crédit Agricole and Société Générale in France. Amundi has around AUD 1.07 Trillion of assets under management globally as at December 2009, and is the 3rd largest asset manager in Europe and among the top 10 worldwide.