Alphinity Australian Equity Fund
A broad Australian equities portfolio holding 35-55 stocks.
The Alphinity Australian Equity Fund holds a diversified portfolio of Australian stocks listed on the ASX.
Our investment approach is based on a combination of strong, fundamental, bottom-up research and targeted quantitative inputs aimed specifically at identifying mispriced companies likely to deliver earnings in excess of that expected by the market. The combined output of this fundamental and quantitative research is brought together by our Composite Research Model (CRM).
|Investment objective||To outperform the benchmark after costs over rolling three-year periods|
|Benchmark||S&P/ASX 300 Accumulation Index|
|Stocks held in portfolio||35-55 stocks|
|Minimum investment timeframe||At least five years|