Alpha Fund Managers

Overview

Alpha Fund Managers - the Manager

Alpha Fund Managers Pty Ltd is a boutique fund manager established in January 2007 with the specific purpose of establishing the Alpha Fund Series. The Alpha Fund Series provides investors with access to sector-specific multi-manager funds in the following asset classes:

  • large market capitalisation Australian shares
  • small to mid-market capitalisation Australian shares
  • global shares
  • income and fixed interest securities
  • property securities
  • infrastructure securities
  • alternative assets.

Alpha Fund Managers is a wholly subsidiary of Infocus Wealth Management.

Equity Trustees Limited - the Responsible Entity

Established in 1888 by its own special Act of Parliament, Equity Trustees Limited (EQT) provides secure trustee services to the people of Victoria. Since establishment, EQT has been investing on behalf of clients and has expanded its services to meet the requirements of its clients. EQT is committed to acting in the best interests of its clients via wealth management solutions over a range of asset classes carrying different risk profiles. EQT?s responsibilities and obligations, as the Responsible Entity of the Funds, are governed by the Constitutions of the Funds as well as the Corporations Act and general trust law.

Mercer Investment Consulting - the Investment Consultant

The Alpha Fund Series are constructed and managed by the investment team of Alpha Fund Managers Pty Ltd, drawing on the expertise of Mercer Investment Consulting (Mercer). Mercer is one of the world?s leading investment consulting firms, and it provides specialist investment manager research and Fund monitoring services across all asset classes and strategies on a global basis. Alpha makes extensive use of Mercer?s manager research and monitoring services which helps Alpha achieve the objectives of identifying, selecting and monitoring a wide range of high quality investment managers with complementary investment styles.

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