Alphinity Socially Responsible Share Fund

The Alphinity Socially Responsible Share Fund holds a diversified portfolio of stocks listed on the Australian Securities Exchange.

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).

Labour standards and environmental, social and ethical considerations are taken into account when making investment decisions. A holistic approach is applied which includes analysis of companies' Environmental, Social and Governance (ESG) considerations within the framework of traditional investment and financial analysis.

What is Socially Responsible Investing?

Socially Responsible Investing, often referred to as ethical investing, is a style of investing that aims to ensure an individual's investments are in line with their ethics, morals and values. 

Alphinity's Socially Responsible Share Fund avoids investing in industries deemed to be morally unacceptable, such as gambling, alcohol production, tobacco and armaments, and the logging of old growth forests. The Fund may also invest in companies that promote sustainable development with respect to the environment and issues of social responsibility.

We select the stocks for the Alphinity Socially Responsible Share Fund using the same process as for the Alphinity Australian Share Fund, but screen out any companies operating in the industries mentioned above. We then seek alternative companies using a combination of our CRM and an assessment of each company's sustainability using Environmental, Social and Governance criteria. The Fund's holdings are assessed on a monthly basis by external sustainability specialist CAER to ensure that it is complying with the negative screen and exceeding the market median on sustainability.

A signatory of the United Nation's backed Principles for Responsible Investment

Alphinity is a signatory of the United Nations-backed Principles for Responsible Investment. We have long adhered to these principles as sound practice when managing money and supporting it reflects our desire to promote them as a matter of good corporate governance. Find out more about the Principles for Responsible Investment by visiting: www.unpri.org

Fund facts
Investment objective

To outperform the benchmark after costs and over rolling five year periods

Benchmark

S&P/ASX 300 Accumulation Index

Stocks held in the portfolio

35-55

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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