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 unit price are calculated daily, please refer to the PDS for information relating to the buy/sell spread.
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.
Downside Capture since inception
Outperformance since inception
Annualised volatility vs benchmark
Fund performance report – 31 January 2019
|Alpha Global Opportunities Fund||Distribution Return||Growth Return||Total Return||Benchmark Return||Outperformance|
|3 Years pa||8.31%||-1.12%||7.18%||10.13%||-2.95%|
|5 Years pa||10.30%||-2.00%||8.30%||10.96%||-2.66%|
|Since Inception pa||6.88%||-1.54%||5.34%||5.51%||-0.17%|
The following Investment Managers sit within the Alpha Global Opportunities Fund.
Polaris Capital Management
Polaris is a deep value unconstrained global equities manager who.....READ MORE
Antipodes Global Investment Partners
Antipodes Partners is a pragmatic value manager of global equities.....READ MORE
China Asset Management
China Asset Management Limited (ChinaAMC) was established in April 1998.....READ MORE
DSM Capital Partners
DSM Capital Partners was founded by Daniel Strickberger and Stephen Memishian.....READ MORE
Guinness Asset Management
Guinness is independent and focused purely on investment management.....READ MORE
India Avenue Investment Management
India Avenue Investment Management is a boutique investment management business.....READ MORE
Lazard Asset Management
Lazard Asset Management Pacific Co. (“Lazard”) is a subsidiary of Lazard Asset Management LLC (“LAM”).....READ MORE
PM Capital Limited, founded in 1998, is a globally-focused.....READ MORE
Orbis was established in 1989 with an investment approach and.....READ MORE
Vontobel Asset Management
Vontobel Asset Management is an active asset manager with global.....READ MORE
T.Rowe Price is a global asset manager with active.....READ MORE
Polaris is a deep value unconstrained global equities manager who invests across the market capitalisation spectrum. Based in Boston, Polaris has a 30 year investment history. The founder of the firm and lead portfolio manager, Bernard Horn, has interesting insights and a strong conviction to his philosophy. The Polaris Global Equity Strategy follows a very clearly defined investment approach, whereby all investments are subject to a proprietary cost of equity calculation which avoids 'false value', and invests only in true value opportunities. The strategy offers investors access to true global exposure through allocation to a large number of countries, including emerging markets, i.e. access to true value, regardless of location. Historically the strategy has demonstrated ability to fully participate in the upside of strong market rallies, while limiting the downside capture, a unique return profile with low correlation to many existing strategies in the market.
Antipodes Partners is a pragmatic value manager of global equities founded in 2015 by Jacob Mitchell, former Deputy Chief Investment Officer of Platinum Asset Management, together with a number of former colleagues and like-minded value investors. Antipodes’ approach seeks to take advantage of the market’s tendency for irrational extrapolation around change, identify great business that are not valued as such and build high conviction portfolios (30-60 holdings) with a capital preservation focus.
China Asset Management Limited (ChinaAMC) was established in April 1998 as one of the first nation-wide fund management companies in China and is now the No. 1 fund management company in terms of mutual funds’ assets under management in China. Total assets under management and advisory by ChinaAMC Group was RMB 963.47 billion (USD 144 billion) as of 30 June, 2016. ChinaAMC provides both domestic and overseas investors with high-quality investment products and services based on professional and rigorous investment research. China Assert Management (Hong Kong) Limited (China AMC (HK)) is a wholly-owned subsidiary of ChinaAMC to strategically develop the offshore business and enhance its investment capabilities. Since August 2009, ChinaAMC (HK) has started offering offshore funds to Hong Kong and overseas investors.
DSM Capital Partners was founded by Daniel Strickberger and Stephen Memishian in February 2001. DSM invests in predictable growth companies and is a bottom-up, idea driven, growth stock firm, with an intermediate to long-term investment horizon. The ten-person investment team combines intensive fundamental research with a rigorous buy/sell valuation methodology that DSM believes reduces risk and enhances long-term returns. DSM’s investment team is characterized by a stable core group of senior investors utilizing a collegial approach. There has been limited turnover amongst team members since the firm’s inception. DSM believes that its stable investment team, consistent research process and logical valuation discipline has created a proven investment process that is replicable in future years.
Guinness is independent and focused purely on investment management. The in-house economic, industry and company research allows Guinness to take an independent view and not be led by the market. Guinness’s size and specialist nature also means they have the ability to responds quickly and efficiently to any market movements. Guinness Asset Management combines strategic sector-selection with a fundamental screening process to identify stock opportunities and is 100% owned by its directors and employees, which helps to align their interests with those of investors.
India Avenue Investment Management is a boutique investment management business focused on creating optimal investment solutions for investors by participating in the exciting growth opportunities presented by India’s capital markets. These solutions are constructed by application of India Avenue’s robust investment process, which aims to harness strong returns through the stock picking skills of their carefully selected local investment advisers in India.
Lazard Asset Management Pacific Co. (“Lazard”) is a subsidiary of Lazard Asset Management LLC (“LAM”) which managed approximately A$270 billion in assets worldwide as at 30 September 2017. LAM has research analysts in the USA, Australia, Germany, Japan, Korea, Singapore, Dubai and the UK. Lazard is responsible for the management of assets for clients across domestic equities, global equities, fixed income, and alternative assets. As at 30 September 2017, Lazard had approximately A$30 billion in assets under management for clients.
PM Capital Limited, founded in 1998, is a globally-focused fund manager, the goal of which is to build long term wealth by investing in global markets with patience and conviction. PM Capital’s unique process is based on scanning the world for mis-priced companies, discovering the associated valuation anomalies and extracting value from them. The investment team is led by founder and CIO Paul Moore who has over 30 years’ experience in successfully managing investment funds, supported by a team of experienced investment analysts.
Orbis was established in 1989 with an investment approach and structure that underpin different long-term thinking. They don’t try to invest like everyone else and look past the headlines and focus on the future, taking advantage of opportunities to buy businesses for less than they're worth. It may be strong companies trading at low prices because they’re perceived as boring, or well performing companies that they believe can do even better. Orbis is privately owned, so there is no external pressure for instant success. Orbis’ flagship Global Equity strategy provides access to their contrarian long-term investment approach - unchanged for over 25 years. It offers better diversity across sectors, geographies and companies than domestic equities, and is actively managed to look very different from the benchmark. With an investment team located around the globe, clients benefit from a truly international perspective.
Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of Vontobel’s boutiques draws on specialised investment talent, a strong performance culture and robust risk management. Vontobel’s commitment to active management empowers them to invest on the basis of their convictions. They deliver value through the diverse and highly specialised teams who create strategies and solutions covering equities, fixed-income, multi-asset and alternatives investments. The goal of achieving excellent and repeatable performance has been fundamental to their approach since 1998.
T.Rowe Price is a global asset manager with active, disciplined investment approach rooted in proprietary fundamental research and seeks consistent, competitive performance that balances risk and reward. The T.Rowe Price Global Equity Fund, powered by a global research platform comprising over 200 research professionals, invests in stocks across 30 countries in developed, emerging and frontier markets, bringing the whole world’s most attractive investment opportunities together in one fund.
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.