Minimum initial investment
Minimum additional investment
Management costs (including service costs)
The Alpha Global Opportunities Fund is designed for investors seeking strong long-term returns by investing in a strategically-managed, globally-diversified portfolio of predominately exchange listed equities. It aims to outperform (after fund fees and expenses, and before taxes) the MSCI World Accumulation Index on a rolling 5 to 7 year basis. In achieving this, the Fund will invest in a core component of global equities. The other component will actively seek to take advantage of strategic country and asset allocation, as well as security pricing opportunities, by investing in a diverse range of securities across the globe. The composition and performance of the Fund may differ significantly from its benchmark.
The Alpha Global Opportunities Fund gains international exposure to predominately exchange listed equities and other securities, by investing into international equities managed funds.
Key information overview
The Alpha Global Opportunities Fund’s returns are calculated after fees have been deducted, assuming reinvestment of distributions. No allowance is made for tax. *Benchmark – MSCI World ex-Australia Index.
Past Performance is not a reliable indicator of future performance.
Fund performance – 30 June 2o21
|Fund Return||Benchmark Return||Excess Return|
|2 Years pa||14.87%||15.80%||-0.93%|
|3 Years pa||11.55%||14.50%||-2.95%|
|5 Years pa||11.96%||14.73%||-2.77%|
Unit Price – 30 June 2o21
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.