Alpha Strategy. For Medium Risk Investors
If you chose this strategy you are looking to preserve the real value of your investments by achieving above inflation returns. Preserving the value of your capital remains important and you are willing to accept a higher level of risk than our Centurion strategy to achieve your overall objectives. You may have some cash and alternative investments such as some commodities but you will have a greater proportion of your capital in UK and US main index equities.
2021-2022 Download
Alpha Past Performance data sheet 2021-2022.
2020-2021 Download
Alpha Past Performance data sheet 2020-2021. File Size: 6,928Kb
Alpha Performance
Total returns before fees and charges
Discrete Performance |
Return* |
|---|---|
| 1st June 2021 – 31st May 2022 | 0.97% |
| 1st May 2020 – 31st May 2021 | 36% |
| *Total return before fees & charges |
For more information / Alpha strategy investment enquiries, please Contact Middleton Private Capital directly. A member of our team is on hand and ready to help.
Please Note: Past performance should never be used as a guide to potential or expected future returns. Investments in equity markets can be volatile and you may get back less than your original investment. Allocation examples may vary subject to the discretion of the Middleton Private Capital Portfolio managers and may change on a regular basis. Data shown reflects an example of the Alpha portfolio allocation for the period 1st June 2021 to 31st May 2022.