✔ 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
| 30th April, 2024 | Portfolio | S&P 500 | Outperformance |
|---|---|---|---|
| 1 Month | 8.8% | 3.4% | 5.4% |
| 3 Month | 11.1% | 6.1% | 5.1% |
| 6 Month | 43.5% | 25.0% | 18.4% |
| 1 Year | 90.7% | 38.6% | 52.0% |
| 2 Year | 48.3% | 20.2% | 28.1% |
| 3 Year | 40.1% | 20.5% | 19.7% |
| 4 Year | 49.5% | 28.6% | 20.9% |
| Since Inception | 41.7% | 20.5% | 21.2% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
