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

Default Position

S&P 500

Alpha Fund’s Performance

31st January 2024 Portfolio S&P 500 Outperformance
1 Month 6.11% 1.92% 4.19%
3 Month 29.06% 17.88% 11.18%
6 Month 42.87% 16.20% 26.67%
1 Year 79.71% 33.42% 46.29%
2 Year 40.67% 16.47% 24.20%
3 Year 41.47% 21.89% 19.58%
Since Inception 41.04% 20.15% 20.89%

Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.