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 |
