Alphinity Concentrated Australian Share Fund

A more targeted version of the Australian Share Fund, holding our highest conviction 20-35 stocks.

The Alphinity Concentrated Australian Share 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).

Alphinity uses a number of tools to ensure a very targeted high conviction fund, ensuring first that the shares clear all the hurdles to be included as positive positions in the Alphinity Australian Share Fund and secondly that they score towards the top of the CRM.

Fund Facts

Investment objective To outperform the benchmark after costs and over rolling five year periods
Benchmark S&P/ASX 200 Accumulation Index
Stocks held in the portfolio 20-35
Minimum investment timeframe At least five years

The Alphinity Concentrated Australian Share Fund is available on the ASX mFund platform.




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