Our Funds

 

Precision-crafted income solutions.

Designed to endure.

 

 

 

Screenshot 2025-06-25 161255

 

At Alexander Funds, we offer a focused set of fixed income strategies – each with a distinct role, yet all grounded in the same philosophy: preserve capital, deliver income, and manage risk with precision.

 

 

 

 

Our Funds

 

We invest across the full credit spectrum, from public to private markets, adjusting exposures to where value emerges. Whether you’re seeking higher returns, steady income or daily access, there’s a fund designed for your needs.

How it works for you:

 

  • Minimum 75% investment-grade securities.
  • Managed for daily access without compromising portfolio quality.
  • Exposure to a diverse, high-quality portfolio across a range of credit sectors.
  • Allocation to private assets is limited to 20% of the Fund

 

Role in your portfolio:

 

A liquid, lower-risk strategy that can represent a core component within the defensive part of a portfolio.

How it works for you:

 

  • Minimum 50% investment-grade securities.
  • Ideal for investors looking for a higher level of income with low volatility.
  • A dynamic Fund that adjusts its positioning based on market conditions and opportunity.
  • Allocation to private assets are limited to 65% of the Fund.

 

Role in your portfolio:

 

A foundational strategy with steady long-term return potential with a focus on stability and income.

How it works for you:

 

  • No minimum threshold for investment grade securities.
  • Provides access to securities typically beyond reach for individual investors.
  • Targets higher levels of income through selective exposures.
  • No formal constraints on allocation to private credit assets in the Fund.

 

Role in your portfolio:

 

A satellite exposure designed to complement more mainstream fixed income solutions, with the aim of enhancing overall portfolio return outcomes.

One philosophy,

three ways in

 

 

We believe that outcomes aren’t found, they’re built.
That’s why every strategy we manage is precision

engineered to preserve capital, deliver income, and

adapt to evolving market dynamics.

Screenshot 2025-09-24 144637

Screenshot 2025-06-25 161255

 

Contact us

 

For further information please reach out to our team

 

  1300 138 401     info@alexanderfunds.com.au