✔ Default Position
trending_up Alpha Fund
The fund strategy endeavours to generate superior risk-adjusted returns, in varying market conditions, by investing in large Mid-Caps within a broad Multi-Cap allocation strategy.
Ideal long-term investment option for investors to build a portfolio of market leaders with strong balance sheets, superior earnings growth and steady free cash flow generation.
✔ Large Cap – 0–60%
✔Mid Cap – 20-30%
✔Small Cap – 0-30%
✔ 20-25
✔ S&P 500
Alpha Fund’s Performance
| 29th February 2024 | Portfolio | S&P 500 | Outperformance |
|---|---|---|---|
| 1 Month | 2.90% | 1.66% | 1.24% |
| 3 Month | 17.11% | 1.93% | 5.18% |
| 6 Month | 38.24% | 18.86% | 19.38% |
| 9 Month | 65.89% | 28.05% | 37.84% |
| 1 Year | 85.13% | 39.47% | 45.66% |
| 2 Year | 46.30% | 19.79% | 26.51% |
| 3 Year | 37.51% | 19.46% | 18.05% |
| 4 Year | 42.98% | 23.02% | 19.97% |
| Since Inception | 41.08% | 20.21% | 20.87% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
