Minimum additional investment
Management costs (including service costs)
The Alpha Australian Blue Chip Fund is designed for investors seeking strong, medium to long-term capital growth potential from higher market capitalisation Australian shares, combined with a steadily increasing dividend stream. It aims to outperform the S&P/ASX 300 Accumulation Index (after fund fees and expenses, and before taxes) over rolling 3 to 5 year periods. The Fund invests predominately in a diversified portfolio of large market capitalisation shares – targeting a relatively low level of portfolio turnover, and a moderate level of franked dividend income.
The Alpha Australian Blue Chip Fund gains exposure to large market capitalisation shares listed on the Australian Stock Exchange (‘ASX’) by investing with Australian share investment managers. The Alpha Australian Blue Chip Fund incorporates the styles of both long and short managers within the fund.
Key information overview
The Alpha Australian Blue Chip Fund’s returns are calculated after fees have been deducted, assuming reinvestment of distributions. No allowance is made for tax.. *Benchmark – S&P ASX300 Accumulation Index.
Past Performance is not a reliable indicator of future performance.
Fund performance – 30 June 2021
|Fund Return||Benchmark Return||Excess Return|
|2 Years pa||8.60%||8.95%||-0.35%|
|3 Years pa||6.11%||9.77%||-3.66%|
|5 Years pa||9.11%||11.26%||-2.15%|
Unit Price – 30 June 2021
Information on this page is general advice only and is not personal advice. It does not take into account your individual objectives, financial situation or needs. Please review a copy of the Product Disclosure Statement to determine if this is a suitable investment to meet your needs or speak to your financial adviser before you make any decision to invest.
Funds invested are not guaranteed and their value will rise and fall in line with market forces. Past performance is no guarantee of future return.