Sustainable Investments Beyond Expectations

What do energy manager Schneider Electric, water solutions provider Veralto, AI chipmaker Nvidia, and biosolutions developer Novonesis have in common? They’re not only driving global sustainability but also delivering attractive returns for investors. The Alphinity Global Sustainable Equity Fund (Managed Fund) invests in these high-quality, global earnings leaders, driving both sustainability and attractive returns for investors.

Our Fund applies a disciplined investment process that combines fundamental and quantitative research, supported by both internal and external ESG expertise. This approach allows us to identify companies aligned with the UN Sustainable Development Goals while aiming to deliver strong, risk-adjusted returns.

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).

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. You should consider, with a financial adviser, whether the information is suitable to your circumstances. The Fund’s Target Market Determination and Product Disclosure Statement (PDS) available at www.fidante.com should be considered before making a decision about whether to buy or hold units in the Fund(s). To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

Past performance is not a reliable indicator of future performance.

Alphinity and Fidante have entered into arrangements in connection with the distribution and administration of financial products to which this material relates. In connection with those arrangements, Alphinity and Fidante may receive remuneration or other benefits in respect of financial services provided by the parties.

Investments in the Fund(s) 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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