Supervised Investments wins mandate from Alpha Fund Managers

Alpha Funds Management fixed income Supervised Investments

25 January 2018
| By Oksana Patron |
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Boutique funds manager Supervised Investments has been awarded a global fixed income mandate by Alpha Fund Managers.

Under the terms of the agreement, Supervised Investments would manage the allocation within its Global Income Fund, investing in debt securities aimed to provide high-yield with low downside risk such as residential mortgage-backed securities (RMBS) and collateralised loan obligations (CLOs).

According to Alpha Fund Managers’ portfolio manager, Julien Brodie Supervised Investments was selected after a due diligence process that assessed performance, fees, and risk management.

“The Supervised Global Income Fund has an impressive track record that is testament to their investment skill,” he said.

“The fund is unconstrained by market benchmarks and we believe that its top-down macro-analytical framework, combined with a credit-intensive bottom-up process, will add significant value for our investors given the challenging outlook for sovereign debt markets.”

The fund, which was managed by former Macquarie Bank’s executive director Phil Carden since inception, posted an annualised return of 6.5 per cent over the five years to December 31, 2017, which was above its benchmark.

It is currently available on a number of platforms, including HUB24 and Macquarie Wrap, the firm said.

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