Alphinity Global Equity Fund:
Investing in leading global companies at the right time.

In a fast-moving world, the search for alpha can be elusive. That’s why it pays to invest in experience.

The Alphinity Global Equity Fund offers a select portfolio of leading global companies identified as undervalued as they enter an earnings upgrade cycle. Our deeply experienced global team combines fundamental research and specific quantitative factors to construct a concentrated ‘best ideas’ portfolio. Highly diversified across countries, sectors and currency, the Fund provides access to global opportunities and diversification not readily available to individual Australian investors.

Invest in a world of opportunity today.

TALENT

A united and deeply experienced team of global portfolio managers each with over 20 years in the industry.

DISCIPLINE

A disciplined process finding quality businesses with strong earnings that are under appreciated by the market.

CONCENTRATED

An actively managed concentrated portfolio of 30-45 of our best ideas, highly diversified across sectors and regions.

ALIGNED

A boutique firm strongly aligned with our clients’ investment objectives and focused solely on growing clients’ wealth.

Investment objective To outperform the benchmark after costs and over rolling three year periods
Benchmark MSCI World Net Total Return Index (AUD)
Stocks held in the portfolio Typically 30-45, with a maximum of 70 stocks
Minimum investment timeframe At least five years

Fund in Focus - Livewire

We’ve teamed with Livewire Markets to bring you the Alphinity Global Equity ‘Fund in Focus’. In this series of three short videos, Portfolio Manager Nikki Thomas provides an introduction to the team and investment process, as well as an update on current fund positioning.

Click below to watch:

Case Study - Process in Action

To illustrate our approach to investing, we take a closer look at one of the portfolio’s largest holdings, McDonalds.

Performance

Performance (after fees) as at 30 June 2019

Quarter
(%)
1 year
(%)
2 years
(% p.a.)
3 years
(% p.a.)
Since inception
(% p.a.)
Alphinity Global Equity Fund 6.1 12.4 15.8 16.4 11.9
MSCI World Net Index in AUD 5.3 12.0 13.8 14.1 11.4

The inception date for the Fund is 21 December 2015.

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.

How to Invest

To find out more about the Alphinity Global Equity Fund, contact your local Fidante Partners Business Development Manager or call the Fidante Partners Adviser Services team on 1800 195 853.

For step by step instructions on how to invest, visit the Apply Now page of our website: 

The Fund is available on the Netwealth Investment Platform.