Consistency through every market cycle
Discover how our rigorous, research-driven approach seeks to deliver superior returns across different market conditions.
The Alphinity Difference
Alphinity is an active, boutique, equities investment manager based in Sydney and majority owned by its staff. We manage Australian and Global equity funds across core and sustainable strategies. At Alphinity we invest in quality, undervalued companies with underestimated earnings expectations. Earnings and earnings expectations ultimately drive share prices over time, while valuation keeps us disciplined, and quality factors control risk.
Our highly experienced investment teams aim to deliver consistent outperformance for our clients by investing in quality, undervalued companies with earnings upgrade potential.
Earnings Leadership
Alphinity invests in companies that can deliver ‘earnings surprises’ to drive outperformance across various market cycles.
Responsible Investing
Alphinity is committed to investing responsibly as ESG factors can have a material impact on both the risk and returns of investments.
Team Approach
A collaborative team approach with deeply experienced co-portfolio managers, a quant and trading unit and a dedicated ESG & sustainability team.
Our Investment Philosophy
We invest in quality, undervalued companies which are in, or are entering, an earnings upgrade cycle.
A company’s share price generally reflects the market’s view of its future earnings potential. However, the market is not typically efficient at pricing new information. Clearly identifiable characteristics exist to help identify companies whose earnings ability is likely to be under (or over) estimated by the market. Investors can exploit this inefficiency to generate outperformance.
Our Funds
Alphinity Australian
Share Fund
A well-diversified portfolio of 35-55 Australian-listed companies that aims to deliver consistent incremental outperformance with limited volatility over various market cycles.
Alphinity Concentrated
Australian Share Fund
A well-diversified, high conviction concentrated portfolio of 20-35 best ideas listed on the ASX. Suitable for investors aiming for a higher return and prepared to take additional volatility.
Alphinity Global Equity Fund – Active ETF (ASX: XALG)
A high conviction, diversified portfolio of 25-40 global companies that seeks to deliver consistent strong returns across various market cycles. Provides access to global opportunities and diversification not readily available to individual Australian investors.
Alphinity Sustainable
Share Fund
A diversified portfolio of Australian stocks listed on the ASX that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns.
Alphinity Global Sustainable Equity Fund – Active ETF
(ASX: XASG)
A diversified portfolio of global stocks listed on the ASX that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns.
How to invest
To find out more about the Alphinity Funds, contact your local Fidante Business Development Manager.
For step by step instructions on how to invest, visit the Invest Online page of our website.
Before making a decision about whether to make an investment or additional investment in one of our funds please read the Fund’s Target Market Determination (TMD), Product Disclosure Statement (PDS), Additional Information Booklet and Product Updates to ensure the key attributed of the fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.
Latest Insights
Beginning of the End or End of the Beginning?
Long seen as untouchable, Apple and Google now face mounting pressure from the rapid rise of AI which is reshaping how users access information and interact with technology. Their core businesses in search and smartphones are under threat from structural shifts and regulatory challenges, raising the possibility that the next generation of tech giants may emerge from this inflection point.
Global Webcast: 1Q25 Reporting Season and divergence within the Mag-7
Elfreda Jonker and Trent Masters unpack the key themes from the Q1 2025 global reporting season, highlighting the impact of shifting tariffs, policy changes, and earnings uncertainty. They explore sector performance, with a focus on the tech and communication space, including diverging trends among the Magnificent Seven.
Australian Webcast: View on Australian Banks post “confession season” updates
Elfreda Jonker and Andrew Martin discuss the performance of Australian banks, which were key contributors to strong portfolio returns in 2024. They explore recent earnings updates, trends in bank margins and credit quality, and examine the outlook for 2025.
2024 ESG and Sustainability Report
We are proud to present Alphinity’s fourth ESG and Sustainability Report. The report is full of case studies and examples that demonstrate our ongoing commitment to sustainability, investing responsibly, and transparency. We hope it will provide some insight into our ESG and sustainability-related priorities, processes, policies and outcomes.
Find out More
For more information or to find out how to invest contact Fidante or your local Fidante BDM.
Fidante
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au
Fidante BDM
Contact your local Fidante BDM here.
Ready to invest in Alphinity?
