Alphinity Australian Equities.
Consistency through discipline.
Alphinity’s Australian equity strategies are designed to deliver consistent incremental outperformance through market cycles. Grounded in a disciplined investment process and a focus on earnings leadership, they offer investors two distinct core approaches to Australian equity portfolio construction.
The Alphinity edge
Alphinity’s approach focuses on identifying attractively valued, quality companies which are in, or are about to enter, an earnings upgrade cycle. Simply put, we look for stocks that can deliver ‘earnings surprises’ that will drive outperformance.
Consistent incremental outperformance through market cycles
Comfortable levels of volatility
Diversified portfolio of high quality large-cap Australian listed equities
Style-agnostic approach that invest in a wide variety of stocks
Robust, repeatable investment process refined over more than 20 years
Access to an experienced team of co-portfolio managers
Two core strategies. One disciplined investment approach.
Alphinity offers two core Australian equity strategies, each with a defined role within diversified client portfolios. These funds are part of Alphinity’s broader suite of Australian strategies, all managed using a disciplined, team-based investment approach that supports continuity, consistency and alignment across portfolios.
Core diversified allocation
Alphinity Australian Share Fund
This strategy provides exposure to a well-diversified portfolio of Australian listed stocks, designed to sit as a core position in an equity portfolio.
- Quality: Diversified portfolio of 35–55 high quality, large cap companies
- Consistent: Aims to deliver consistent incremental outperformance at comfortable levels of volatility.
- Style agnostic: Invest in a wide variety of stocks through different market cycles
Core high-conviction allocation
Alphinity Concentrated Australian Share Fund
This strategy provides exposure to a well-diversified, high conviction concentrated portfolio of listed Australian stocks. Suitable for investors aiming for a higher return and prepared to take additional volatility.
- Concentrated: Diversified portfolio of 20-35 high conviction, quality, large-cap companies.
- Consistent: Aims to deliver consistent incremental outperformance at additional, yet comfortable levels of volatility.
- Style agnostic: Invest in a wide variety of stocks through different market cycles
Key characteristics at a glance
| Fund | Alphinity Australian Share Fund | Alphinity Concentrated Australian Share Fund |
| Investment objective | Core diversified allocation | High-conviction allocation |
| Benchmark | S&P/ASX 300 Accumulation Index | S&P/ASX 200 Accumulation Index |
| Stocks held in portfolio | 35-55 stocks | 20–35 stocks |
| Management fee | 0.90% p.a. | 0.80% p.a |
| Performance fee | None | 15% of the Fund’s return above the S&P/ASX 200 Accumulation Index |
| Distribution frequency | Quarterly | Quarterly |
| APIR code | PAM0001AU | HOW0026AU |
See how the strategy works in practice
Hear directly from Andrew Martin as he provides an overview of Alphinity’s Australian equity funds, outlines the team’s investment philosophy, and explains how the strategies are positioned within client portfolios.
Performance
Performance (after fees) as at 30 June 2026
| Alphinity Australian Share Fund | Quarter (%) | 1 year (%) | 3 years (% p.a.) | 5 years (% p.a.) | 7 years (% p.a.) | 10 years (% p.a.) | Since inception (% p.a.) | ||
|---|---|---|---|---|---|---|---|---|---|
| Alphinity Australian Share Fund | 30 June 2026 | 3.0 | 5.9 | 11.3 | 8.1 | 8.4 | 10.0 | 9.4 | 3 |
| S&P/ASX 300 Accumulation Index | 30 June 2026 | 4.1 | 6.2 | 10.6 | 7.6 | 8.0 | 9.4 | 8.7 | 5 |
Performance (after fees) as at 30 June 2026
| Alphinity Concentrated Australian Share Fund | Quarter (%) | 1 year (%) | 3 years (% p.a.) | 5 years (% p.a.) | 7 years (% p.a.) | 10 years (% p.a.) | Since inception (% p.a.) | ||
|---|---|---|---|---|---|---|---|---|---|
| Alphinity Concentrated Australian Share Fund | 30 June 2026 | 1.2 | 3.9 | 10.6 | 7.7 | 8.0 | 9.9 | 9.8 | 3 |
| S&P/ASX 200 Accumulation Index | 30 June 2026 | 4.0 | 6.1 | 10.6 | 7.8 | 8.0 | 9.4 | 8.8 | 5 |
Alphinity Australian Share Fund and Alphinity Concentrated Australian Share Fund: the Funds changed investment manager and investment methodology on 12 July 2010, at which time Alphinity Investment Management commenced managing the Funds and started transitioning of the portfolios to a structure consistent with Alphinity’s investment philosophy. The transition was completed on 31 August 2010. Therefore, the inception date for the returns for the Funds is 1 September 2010.
For performance for previous periods please contact Fidante. Returns are calculated after fees have been deducted assuming reinvestment of distributions. No allowance is made for tax. Past performance is not a reliable indicator of future performance.
The funds have received ‘Highly Recommended’ and ‘Recommended’ ratings from Zenith Investment Partners and Lonsec Research. View Ratings disclaimers
How to invest
Before making a decision about whether to make an investment or additional investment in one of the funds, please read the Target Market Determination (TMD), Product Disclosure Statement (PDS), Additional Information Booklet and Product Updates to ensure the fund aligns with your objectives, financial situation and needs.
Alphinity’s Australian equity strategies are available through a range of investment options, depending on your preferred approach.
- Invest online directly
- Access via major investment platforms
- Contact your local Fidante Business Development Manager
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Find out More
For more information or to find out how to invest contact Fidante or your local Fidante BDM.
Investing with Confidence through Fidante
Fidante delivers access to exceptional investment strategies, managed by top-tier specialists across alternatives, fixed income, and equities. Backed by Challenger and a track record of award-winning distribution, Fidante helps you invest with confidence across every market and asset class.
Fidante BDM
For more information or to invest in Alphinity’s Australian equity strategies, contact Fidante or your local Fidante Business Development Manager:
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au
Contact your local Fidante BDM here.
Ready to invest in Alphinity?
This material has been prepared by Alphinity Investment Management Pty Limited ABN 12 140 833 709) (AFSL 356895), the investment manager of Alphinity Australian Share Fund and Alphinity Concentrated Australian Share Fund (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 Funds. 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.
Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon.
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 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.
