top of page

Max Alpha Opportunities Fund

Class A

Strategy

​

A diversified portfolio of high yielding credit and fixed income assets.

Target
Gross Return

10

%

p.a.

Liquidity

Quarterly

Redemption

Fund Features
Target Return
10% p.a. (before fees)
Eligible Investor
Wholesale clients as defined in s761G of the Corporations Act.
Currency
Australian Dollar
Minimum Investment
AUD $50,000
Application
Monthly
Redemption
Quarterly
Distribution
Quarterly
Lock-up Period
3 months
Management Fee
1.5% p.a. inclusive of GST
Performance Fee
None
Exit Fee
None
RESOURCES
Fund Document Download

DOCUMENT    Max Alpha Class A Fact Sheet

Fund Document Download

DOCUMENT    Max Alpha Class A Term Sheet

Fund Document Download

DOCUMENT    Max Alpha Information Memorandum

Fund Document Download

DOCUMENT    Max Alpha Application Form

Fund Document Download

DOCUMENT    Max Alpha Additional Application Form

Fund Document Download

DOCUMENT    Max Alpha Redemption Request Form

Fund Document Download

DOCUMENT    Max Alpha Change of Details Form

Target Portfolio Allocation &

Historical Performance 

Updated 1 Jan 2025. The chart is intended for informational purposes only to illustrate the target portfolio allocation. Fund holdings and performance are likely to have changed since the report date.

Current Positioning

Historical Performance

bottom of page