Alpha Investment Strategy

Alpha Investment Portfolio


The Alpha Investment Strategy is Suitable for medium risk profile investors. Markets move in trends, up or down, driven by a wide variety of factors including: economic activity, supply and demand and trading and speculation. The Alpha investment management strategy is focussed on the UK and US main markets, hedging where necessary with index trades using a range of carefully selected instruments.

Our effective and focused risk management process, manage our exposure and construct a portfolio that can achieve strong growth objectives.

This suggestion is based only on the result of the questionnaire. Before investing we recommend you have a full discussion with us about your needs. Investments in equity markets can be volatile and you may get back less than your original investment.

3 Investment Management Strategies

We provide a core service of 3 investment strategies (Centurion, Alpha and Beta) designed to meet your needs whatever your attitude to taking risk with your investments. Each of our investment management strategies are managed in a socially responsible way. Read More on Discretionary Investment Management.

All investments contain risk, the value of investments can go down as well as up and investors should be aware they may not get back the full amount invested.

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