AlphaSquare
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Income

Alpha Income Strategy

Consistent income from diversified sources

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Cumulative performance

Illustrative · YTD
JanMarMayJulSepNov

Strategy overview

A yield-focused strategy combining investment-grade credit, dividend equities, and structured income sources. Emphasis on cash-flow consistency and downside protection.

Asset allocation

  • Credit40%
  • Dividend Equities35%
  • Structured Income15%
  • Cash10%

Annual returns

+8.4%2021+5.1%2022+9%2023+9.6%2024+9.2%2025

Manager commentary

“Income opportunities remain attractive across credit and dividend equities. We are laddering maturities to lock in current yields.”

— AlphaSquare Investment Team

Key facts

Investment Objective
Generate a reliable income stream with capital stability.
Risk Level
Conservative · Low
Minimum Investment
$2,000
Liquidity
Weekly
Target Return
7% – 10% p.a.
Investment Horizon
2–4 years
Benchmark
Global High-Dividend Index

Risk score

3.0of 10
Conservative 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

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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.