Alpha Asset Management
Designed for long-term capital growth, the fund also places strong emphasis on managing risk in a dynamic global market.
Past Performance does not predict future returns
The risk indicator assumes you keep the product for 3 years. The actual risk can vary significantly if you cash in at an early stage and you may get back less.
The summary risk indicator is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the markets or because we are not able to pay you.
Additional Information
The information presented in this factsheet is for illustrative purposes only and does not constitute investment advice or an offer to buy or sell any financial instruments. Please note: This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and automated fund factsheets within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.
Alpha Asset Management
Designed for long-term capital growth, the fund also places strong emphasis on managing risk in a dynamic global market.
Credit and Default Risk
A decline in the financial health of an issuer of a fixed income security can lead to an inability or unwillingness to repay a loan or meet a contractual obligation. This could cause the value of its bonds to fall or become worthless. Funds with high exposures to non-investment grade securities have a higher exposure to this risk.
Commodities Risk
The value of commodity related investments may fluctuate substantially due to changes in supply and demand and/or due to political, economic or financial events.
Currency Risk
Changes in exchange rates may cause the value of investments to decrease or increase.
Equity Risk
The value of equity or equity related securities may be affected by stock market movements. Drivers of price fluctuations include general economic and political factors as well as industry or company specific factors.
Derivatives and Counterparty Risk
The use of certain derivatives could result in the fund having a greater or more volatile exposure to the underlying assets and an increased exposure to counterparty risk. This may expose the fund to larger gains or losses associated with market movements or in relation to a trade counterparty being unable to meet its obligations.
Liquidity Risk
Difficult market conditions could result in certain securities becoming hard to sell at a desired time and price.
Interest Rate Risk
Changes in interest rates will usually result in the values of bond and other debt instruments moving in the opposite direction (e.g. a rise in interest rates likely leads to fall in bond prices).
Small-Cap and Mid-Cap Company Risk
The prices of shares of small and medium-sized companies may fluctuate more than that of larger companies.
The information presented in this factsheet is for illustrative purposes only and does not constitute investment advice or an offer to buy or sell any financial instruments. Please note: This sample fund factsheet was generated using the InvePress plugin, a powerful tool designed to create live, print-friendly, and automated fund factsheets within a flexible WordPress workflow. The content shown is for demonstration purposes only and may not reflect current market conditions or comply with regulatory requirements.