While it is an investment truth that higher returns often come with higher risk, not every fund exposes you to the same level of volatility to achieve those returns.
Conviction with Consistency
At Alphinity, we don’t take unnecessary risk to achieve our objectives. Our highly experienced investment team has a proven track record of consistently finding quality, undervalued companies in an earnings upgrade cycle. It’s a skill that’s helped the Alphinity Concentrated Australian Share Fund deliver consistent, repeatable alpha generation over the last 7 years*.
About the Fund
|Investment objective||To outperform the benchmark after costs and over rolling five year periods|
|Benchmark||S&P/ASX 200 Accumulation Index|
|Stocks held in the portfolio||20-35|
|Minimum investment timeframe||At least five years|
*As at 30 September 2017. Past performance is not a reliable indicator of future performance.