| | | 13 years of empowering client prosperity | | Alphinity has a long track record of delivering consistent returns through various market cycles by sustainably investing in earnings leaders both in Australia and globally. | | At Alphinity, our investment objectives are simple. We aim to deliver superior and sustainable performance by investing in quality, undervalued companies in an earnings upgrade cycle – thereby delivering a positive earnings surprise. Our Australian, Global and Sustainable funds are all shaped by our rigorous, research driven process that allows us to take a style-agnostic approach to identifying companies at the right time in their business cycle to capture their growth with lower risk. Our boutique business structure further ensures a powerful alignment between the objectives of our fund managers and our investors. |
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| | Key Fund Features | | | Consistent relative returns | | Aims to provide consistent strong risk-adjusted returns across different market cycles. |
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| | | | | Style agnostic | | By focusing on earnings, we can invest in growth, value, cyclical or defensive companies because we aim to own them at the right time in their earnings cycle. |
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| | | | | Concentrated and diversified | | Actively managed, long only portfolios of 25-55 high conviction, quality companies which is also diversified across sectors and regions (global funds*). |
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| | | | | Robust process | | A disciplined and repeatable investment process combining fundamental and quantitative research to find high-quality businesses with strong earnings that are under appreciated by the market. |
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| | | | | Active ownership & stewardship | | We seek to engage with companies on ESG matters and invest sustainably through cycles. |
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| | | | | Sustainable funds* | | Invest in sustainable companies that we believe have a net positive alignment with one or more of the 17 United Nations Sustainable Development Goals (SDG’s) and exceed Alphinity’s minimum ESG criteria. |
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| | | | *Sustainable funds: Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG) and Alphinity Sustainable Share Fund. | | Global funds: Alphinity Global Equity Fund (Managed Fund) (ASX: XALG) and Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG). | | Australian funds: Alphinity Australian Share Fund and Alphinity Concentrated Australian Share Fund. | | Important information: This material has been prepared by Alphinity Investment Management Pty Ltd ABN 12 140 833 709, AFSL 356895 (Alphinity), the investment manager of Alphinity Global Equity Fund (Managed Fund), Alphinity Global Sustainable Equity Fund (Managed Fund), Alphinity Australian Equity Fund, Alphinity Australian Share Fund, Alphinity Concentrated Australian Share Fund, Alphinity Sustainable Share Fund (the Funds), for wholesale investors only. | | Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante) is a member of the Challenger Limited group of companies (Challenger Group) and is the responsible entity of the Funds. Other than information which is identified as sourced from Fidante in relation to the Funds, Fidante is not responsible for the information in this material, including any statements of opinion. | | It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. Investors should consider whether the information is suitable to their circumstances. The Product Disclosure Statement and Target Market Determination available at www.fidante.com should be considered before making an investment decision. To the extent permitted by law, no liability is accepted for any loss or damage as a result of reliance on this information. Past performance is not a reliable indicator of future performance. | | Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. | | Fidante is not an authorised deposit-taking institution (ADI) for the purpose of the Banking Act 1959 (Cth), and its obligations do not represent deposits or liabilities of an ADI in the Challenger Group (Challenger ADI) and no Challenger ADI provides a guarantee or otherwise provides assurance in respect of the obligations of Fidante. Investments in the Funds are subject to investment risk, including possible delays in repayment and loss of income or principal invested. Accordingly, the performance, the repayment of capital or any particular rate of return on your investments are not guaranteed by any member of the Challenger Group. |
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