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Adviser Voice CPD Content Articles

CPD: Modern Portfolio Theory and the Rise of Ratios in Portfolio Construction

Posted by Alexander Funds on Mar 12, 2024 11:21:08 AM

The advent of MPT brought a great deal of science and formal theory to portfolio construction.

Adviser Voice CPD Content Articles

CPD: Alternative assets - de-banking and the evolution of private credit

Posted by Alexander Funds on Feb 13, 2024 4:06:30 PM

Adviser Voice CPD Content Articles

CPD: The Return of the Prodigal Product - Credit Default Swaps Explained

Posted by Alexander Funds on Nov 30, 2023 10:12:24 AM

Adviser Voice CPD Content Articles

CPD: The Global Impact of Japanese Monetary Policy

Posted by Alexander Funds on Aug 28, 2023 10:39:53 AM

Adviser Voice CPD Content Articles

CPD: The Impact of Recession

Posted by Alexander Funds on Jul 18, 2023 1:56:39 PM

Adviser Voice CPD Content Articles

CPD: Bank to the future – Do recent bank failures in the US and Europe herald worse to come?

Posted by Alexander Funds on Jun 9, 2023 11:00:00 AM

Adviser Voice CPD Content Articles

CPD: House of Cards or Grand Design?

Posted by Alexander Funds on Mar 20, 2023 11:14:27 AM

Adviser Voice CPD Content Articles

CPD: It worked, except when I needed it to work – is the 60/40 portfolio still relevant in 2023?

Posted by Alexander Funds on Feb 6, 2023 4:36:41 PM

Adviser Voice CPD Content Articles

CPD: Do as I do, not as I say – examining the challenges facing future retirees

Posted by Alexander Funds on Nov 15, 2022 10:15:00 AM

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Alexander Funds acknowledges the Wurundjeri People of the Kulin Nation, on whose unceded lands our office is located. We respectfully honour and pay respect to their Ancestors and Elders, past, present, and emerging, and extend this respect to other nation groups across Australia whose lands we conduct business on.

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Alexander Credit Opportunities Fund (ARSN 156 026 514) and the Alexander Credit Income Fund (ARSN 629 915 199). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT) and is the Responsible Entity.

Alexander Credit Income Fund's Target Market Determination is available here.
Alexander Credit Opportunities Fund's Target Market Determination is available here.

A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

This website has been prepared by Alexander Funds Management Pty Ltd ("AFM") to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not act on a recommendation or statement of opinion without first considering the appropriateness of the general advice to your personal circumstances or consulting your investment advisor to determine whether the recommendation or statement of opinion is appropriate for your investment objectives, financial situation or needs. Neither AFM, Equity Trustees nor any of its related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the relevant Product Disclosure Statement before making a decision about whether to invest in any product.

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