Sydney, 10 December 2021 – Foresight Analytics rates two Alexander Funds Management Funds
Foresight Analytics has completed a ratings assessment of two funds managed by Alexander Funds Management (Alexander Funds); the Alexander Credit Opportunities Fund (ACOF) and Alexander Credit Income Fund (ACIF), together (the Funds). Both funds have been assigned a VERY STRONG investment rating and a Foresight Complexity Indicator of COMPLEX.
The investment rating of VERY STRONG is the second highest rating on the scale used by Foresight Analytics and reflects a very strong level of confidence that the Fund can deliver a risk-adjusted return in line with its positive absolute return objective. A Foresight Complexity Indicator of COMPLEX has been assigned to both Funds; this considers their absolute return benchmark and the potential for the investment manager to use derivatives for hedging purposes.
Both Funds are managed by Alexander Funds Management, a Melbourne-based boutique credit specialist. The AFM team is very experienced and has grown its capability steadily, increasing team size and funds under management.
Foresight Analytics’ analyst, Maggie Callinan, says “the ratings assigned to these Funds reflect Foresight Analytics’ confidence in AFM’s ability to meet their objective”. She added, “the team’s experience, their actively managed approach, and rigourous risk management framework support our designation of a Very Strong investment rating”.
The research report is available from Foresight 360.
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Media Contact – Foresight Analytics
Maggie Callinan, Analyst
02 8883 1369
About Foresight Analytics
Foresight Analytics, an independent Sydney based firm, provides investment diligence, data analytics, and advisory solutions to leading investment management companies, superannuation funds and wealth groups across the Asia Pacific. Foresight’s innovative, evidence-based approach blends both human and forensic insights to provide a range of analytical, predictive and market intelligence solutions to investors. Foresight Analytics was founded in 2015 by Jay Kumar, a former executive of Morningstar, Optimix Investment Management, ANZ Wealth & Private Bank and the Reserve Bank of Fiji.
Foresight’s fiduciary solutions includes Diligence Services (ESG Diligence, Risk Diligence), Data Analytics and Portfolio Allocation Advice. Foresight’s fund strategy solutions include Data Analytics for asset managers, Fund Strategy Benchmarking Solutions and Strategic Research.