Supervised Investments wins mandate from Alpha Fund Managers

Alpha Funds Management fixed income Supervised Investments

25 January 2018
| By Oksana Patron |
image
image
expand image

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

3 days 11 hours ago
Ray Mitchell

The previous directors and managers of both Dixon Advisory and the ultimate holding company Evans and Partners should be...

3 days 23 hours ago
Old Fella

Why would any Licensee invest in educating and training new advisers, when as soon as the handcuffs come off, they will ...

4 days 3 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

4 days 13 hours ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

3 weeks 5 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND