The world faces many challenges. How you invest shouldn’t be one of them.

At Alphinity, we believe that investing shouldn’t mean you need to compromise your values… or your potential returns.

The Alphinity Sustainable Share Fund offers a diversified portfolio of ASX-listed companies that demonstrate a commitment to sustainable, socially responsible enterprise. Our portfolio only includes stocks that have strong Environmental, Social and Governance characteristics that also offer attractive prospective returns. Where possible, these companies also advance the United Nations Sustainable Development Goals.

Invest with a manager that thinks like you do. Invest in a sustainable future.

 

Investment objective To outperform the benchmark after costs and over rolling five year periods
Benchmark S&P/ASX 300 Accumulation Index
Stocks held in the portfolio 35-55
Minimum investment timeframe At least five years

 

Thought Paper - Investing for the Future

Whilst the integration of environmental, social and governance (ESG) factors into fund managers’ fundamental research processes has become mainstream in recent years, sustainable investing takes that approach one step further by also considering the impact a company has on society.

In this thought paper, we take a look at the driving factors behind the rise of sustainable investing, and why investing sustainably doesn’t necessarily mean sacrificing returns.

Fund in Focus - Livewire

We have teamed with Livewire Markets to bring you the Alphinity Sustainable Share Fund ‘In Focus’. In a series of short videos, Portfolio Manager Stephane Andre discusses how we define the sustainable universe and identify opportunities for investment.

Click below to watch:

Our Approach to Sustainable Investing

We begin with the S&P/ASX 300 Accumulation Index and apply a screen to identify companies which:

  • Perform activities compatible with the Fund’s Charter
  • Rank in the top 60% of ESG companies
  • Contribute towards one of more of the UN SDGs

A negative screen is also applied to eliminate any companies generating more than 10% of revenues from activities considered incompatible with the Fund’s Charter, including:

  • High impact fuels (thermal coal, coal-seam gas, uranium, shale oil)
  • Gold mining
  • Animal mistreatment
  • Addictions such as Tobacco, Alcohol and Gambling
  • Armaments manufacturers
  • Old growth forest logging and users of non-RSPO1 palm oil
  • Predatory lending and hostile debt collection
  • Pornography

For more detail on how we construct the portfolio, visit the Fund page.

The UN Sustainable Development Goals Agenda

The 17 SDGs of the 2030 Agenda for Sustainable Development were adopted by world leaders at a UN summit in September 2015 and officially came into force in January 2016. While the SDGs are not legally binding, governments are expected to establish national frameworks for the achievement of the 17 Goals.

Over the next fifteen years, with these new goals that universally apply to all, countries will mobilise efforts to end all forms of poverty, fight inequalities and tackle climate change, while ensuring that no one is left behind.

Visit http://www.un.org/sustainabledevelopment/ to find out more about the Sustainable Development Goals.

Performance

Performance (after fees) as at 31 July 2018

1 month
(%)
Quarter
(%)
1 year
(%)
3 years
(% p.a.)
5 years
(% p.a.)
7 years
(% p.a.)
Since inception
(% p.a.)
Alphinity Sustainable Share Fund 1.4 8.1 22.0 9.7 10.2 11.2 10.4
S&P/ASX 300 Accumulation Index 1.3 5.8 14.7 8.1 9.2 9.8 9.2


The Fund changed investment manager and investment methodology on 12 July 2010, at which time Alphinity Investment Management commenced managing the Fund and started transitioning of the portfolio to a structure consistent with Alphinity’s investment philosophy. The transition was completed on 31 August 2010. Therefore, the inception date for the returns for the Fund is 1 September 2010.

For performance for previous periods please contact Fidante Partners Investor Services team on 13 51 53 (during Sydney business hours). 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 Concentrated Australian Share 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 Alphinity Sustainable Share Fund is also available on the ASX mFund platform.

 

Alphinity is a member of the Responsible Investment Association Australasia, and s a signatory of the United Nations-backed Principles for Responsible Investment.

 

Award disclaimer.