Access global portfolios exposed to global trends reshaping the world
Alphinity’s proven process and strong track record in global equities is now available on the ASX. Two new actively managed ETFs of existing funds, provide access to global portfolios exposed to powerful trends reshaping the world.
Our Alphinity Global Equity Fund (Managed Fund) (ASX: XALG) and Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG) invest in leading global companies identified as undervalued as they enter an earnings upgrade cycle. Our deeply experienced team of global portfolio managers apply a proven investment process to construct concentrated ‘best ideas’ portfolios.
The Alphinity Global funds have a strong track record of performance. The Alphinity Global Equity Fund has delivered 11.1% p.a. after fees and outperformed the benchmark by 1.8% p.a. after fees since inception in 2015. The Alphinity Global Sustainable Equity Fund has delivered 2.3% p.a. after fees and outperformed the benchmark by 1.1% p.a. since inception in 2021.