AlphaSquare
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Institutional

Alpha Institutional Portfolio

Bespoke mandates for institutions

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Cumulative performance

Illustrative · YTD
JanMarMayJulSepNov

Strategy overview

A customisable mandate for institutions and family offices, combining multi-asset allocation with bespoke risk parameters, segregated reporting and dedicated coverage.

Asset allocation

  • Equities40%
  • Fixed Income35%
  • Alternatives15%
  • Gold10%

Annual returns

+13.1%2021+2.4%2022+14.8%2023+15.9%2024+14.4%2025

Manager commentary

“Institutional mandates are constructed around each client’s objectives, liquidity needs and governance requirements, with full transparency and reporting.”

— AlphaSquare Investment Team

Key facts

Investment Objective
Deliver tailored, risk-managed returns for institutional capital.
Risk Level
Balanced · Low
Minimum Investment
$100,000
Liquidity
Negotiated
Target Return
11% – 16% p.a.
Investment Horizon
Customised
Benchmark
Custom (client-defined)

Risk score

4.0of 10
Balanced 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

Multi-Asset

Alpha Conservative Portfolio

6% – 9% p.a.
View Multi-Asset

Alpha Balanced Portfolio

10% – 14% p.a.
View Multi-Asset

Alpha Growth Portfolio

16% – 24% p.a.
View Income

Alpha Income Strategy

7% – 10% p.a.
View

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.