Investment Management

Designed for Advisers, Built for Clients

Infocus is the home of truly market leading investment solutions, via our wholly owned subsidiary Alpha Investment Management Pty Ltd.

From our suite of top decile performing objective based managed funds to our broad range of purpose built managed accounts.

This industry leading performance is not luck, but the result of discipline, process, strategy and the relentless pursuit of performance.

With a dedicated team of high performing experienced investment professionals Infocus gives advisers the confidence to deliver results that matter.

Our Investment Philosophy

The preservation of capital and its purchasing power is fundamental to our process. We take investment risk where our forecast returns are adequate to compensate for those risks over the relevant timeframe. The relationship between risk and return exists over the long term, but is not always consistent over shorter time frames. We prioritise valuation over price as assets will ultimately revert to their ‘fair’ value over time, but acknowledge markets are not always rational in their pricing or timing, creating an opportunity for active investing to deliver additional performance. We use portfolio diversification to cost effectively manage the risk of an uncertain future. Fees and taxes impact performance so their consideration is integral to our actions. Despite market efficiency certain investment factors/styles are able to produce excess returns

Investment Solutions That Work with You

As an adviser, you know that no two clients are the same. That’s why we offer a range of flexible, professionally managed investment solutions - so you can focus on overarching client strategy and service delivery, while we take care of the underlying asset management. Whether your clients prefer a guided approach or more control, our solutions offer the support and market access advisers need to effectively complement their client portfolio management and financial planning.

Our Range of Expert Solutions

We offer a variety of investment solutions designed for different client needs, risk profiles and administrative ease.

They include:

• Multi Asset Managed Funds (ESG)

• Multi Asset SMA

• Multi Asset Managed Accounts

• Australian Equities SMA

• Multi Asset Index SMA

• Bespoke Asset Consulting services

Consistent Rankings

In 2024, each of our Alpha Funds ranked in the top 10% of their categories across Australia, demonstrating our capacity to deliver strong, competitive performance. Peer rankings place our investment strategies among the best in the market.