AlphaSquare
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Multi-Asset

Alpha Growth Portfolio

Maximised long-term capital appreciation

Cumulative performance

Illustrative · YTD
JanMarMayJulSepNov

Strategy overview

An equity-heavy strategy focused on quality growth companies, emerging markets and thematic opportunities, with a small ballast in gold and alternatives to temper drawdowns.

Asset allocation

  • Global Equities60%
  • Emerging Markets20%
  • Alternatives12%
  • Gold8%

Annual returns

+24.6%2021-11.4%2022+26.2%2023+28.9%2024+22.8%2025

Manager commentary

“We favour durable earnings and secular growth themes. Volatility is expected to be higher, rewarded by superior compounding over a full cycle.”

— AlphaSquare Investment Team

Key facts

Investment Objective
Pursue superior long-term growth through an equity-led global allocation.
Risk Level
Growth · High
Minimum Investment
$5,000
Liquidity
Monthly
Target Return
16% – 24% p.a.
Investment Horizon
5+ years
Benchmark
MSCI All-Country World Index

Risk score

7.0of 10
Growth strategy

Fact sheet

Download the full product fact sheet with methodology, holdings and risk disclosures.

Download Fact Sheet

Why investors choose this

  • Professionally managed & rebalanced
  • Transparent, ledger-backed reporting
  • Clear objective & risk framework

Other products

This page is for information only and does not constitute investment advice. All performance figures are illustrative. Past performance is not a guarantee of future results. Capital is at risk.