Alphinity Socially Responsible Share Fund
The Alphinity Socially Responsible Share Fund holds a diversified portfolio of stocks listed on the Australian Securities Exchange which strongly adheres to a number of responsible investment principles and rules.
Our investment approach is based on strong fundamental research combined with targeted quantitative inputs aimed specifically at identifying mis-priced companies likely to deliver earnings in excess of that expected by the market, with a view to sustainability. The combined output of this fundamental and quantitative research is brought together in our Composite Research Model (CRM).
Labour standards and environmental, social and governance considerations are taken into account when making investment decisions. A holistic approach is applied which includes analysis of companies’ Environmental, Social and Governance (ESG) considerations within the framework of traditional investment and financial analysis.
|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|
The Alphinity Socially Responsible Share Fund is available on the ASX mFund platform.