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Investment Objective

The MG Alpha Portfolio has an investment objective of outperforming the ASX 200 over 5 to 7 year rolling periods. We actively manage asset allocations whilst seeking out investments we believe are trading at a discount to their current or future value.

Designed for investors who;

• Seek a higher total return via an aggressive and patient investment strategy.

• Are prepared to accept a high level of risk and volatility to achieve their goals.

• Prefer a portfolio that is heavily weighted to growth assets, including mid-cap, small and microcap  companies outside the ASX 200.

Indicative number of Holdings

15 to 40

Recommended Minimum Investment

$5,000

Benchmark

ASX 200 Index