Alphinity Investment Management Pty Limited ABN 12 140 833 709 (Alphinity) operates this website, https://www.alphinity.com.au. Alphinity (AFSL 356895) is authorised to provide financial services to wholesale clients only (within the meaning of the Corporations Act 2001 (Cth)). The information on this website has been prepared on this basis and is for use by such wholesale clients only and no other persons.
The information on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring a financial product.
Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante Partners) is the responsible entity and issuer of interests in the Alphinity Australian Share Fund (ARSN 092 999 301), the Alphinity Australian Equity Fund (ARSN 107 016 517) the Alphinity Concentrated Australian Share Fund (ARSN 089 715 659), the Alphinity Socially Responsible Share Fund (ARSN 093 245 124) and the Alphinity Global Equity Fund (ARSN 609 473 127). The information in this website is up to date as at the time of preparation. However, some information and terms may change from time to time. For updated or other information about the Fund, please consult your financial planner, call our Investor Services team on 13 51 53 or visit our website www.fidante.com.
Zenith rating disclaimer:
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 ratings (assigned November 2018 – Alphinity Global Equity Fund; June 2018 – Alphinity Australian Share Fund and Alphinity Concentrated Australian Share Fund) referred to in this document are limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines
Lonsec rating disclaimer:
The Lonsec Ratings (assigned October 2018 – Alphinity Australian Share Fund and Alphinity Concentrated Australian Share Fund; May 2018 – Alphinity Sustainable Share Fund; March 2019 – Alphinity Global Equity Fund) referred to on this website is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Alphinity Investment Management products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/ourratings
Money Management/Lonsec award disclaimer:
© 2018 FE Money Management. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management and Lonsec (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management or Lonsec (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management and Lonsec shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management and Lonsec does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.