Alphinity Australian Equity Fund

The Alphinity Australian Equity Fund holds a diversified portfolio of Australian stocks listed on the ASX.

Our investment approach is based on a combination of strong fundamental bottom-up research and targeted quantitative inputs aimed specifically at identifying mispriced companies likely to deliver earnings in excess of that expected by the market. The combined output of this fundamental and quantitative research is brought together by our Composite Research Model (CRM).

Alphinity Australian Equity Fund
Investment objective

To outperform the benchmark after costs over rolling three-year periods

Benchmark

S&P/ASX 300 Accumulation Index

Stocks held in portfolio

35-55 stocks

Minimum investment timeframe

At least five years

Investment process

Any information contained in this publication is provided by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668, the issuer of the Alphinity Australian Share Fund (ARSN 092 999 301), Alphinity Australian Equity Fund (ARSN 107 016 517), Alphinity Concentrated Australian Share Fund (ARSN 089 715 659) and Alphinity Socially Responsible Share Fund (ARSN 093 245 124) and it should be regarded as general information only rather than advice. It has been prepared without taking account of any person's objectives, financial situation or needs. Because of that each person should, before acting on any such information, consider its appropriateness, having regard to their objectives, financial situation and needs. Each person should obtain a Product Disclosure Statement (PDS) relating to the product and consider that Statement before making any decision about the product. A copy of the PDS can be obtained from your financial planner, our Investor Services Team on 13 51 53, or on our website: www.fidante.com.au. If you acquire or hold the product, we and/or a Fidante Partners related company will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. Neither Fidante Partners nor a Fidante Partners related company and our respective employees receive any specific remuneration for any advice provided to you. However, financial advisers (including some Fidante Partners related companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the Fund. Alphinity Investment Management, some or all of Fidante Partners related companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.

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