Jonas Palmqvist
Portfolio Manager
In a fast-moving world, the search for alpha can be elusive. That’s why it pays to invest in experience.
The Alphinity Global Equity Fund offers a select portfolio of leading global companies identified as undervalued as they enter an earnings upgrade cycle. Our deeply experienced global team combines fundamental research and specific quantitative factors to construct a concentrated ‘best ideas’ portfolio. Highly diversified across countries, sectors and currency, the Fund provides access to global opportunities and diversification not readily available to individual Australian investors.
The global team also manage the Alphinity Global Sustainable Equity Fund – a portfolio of leading global companies that support one or more of the Sustainable Development Goals, have strong ESG practices and offer attractive prospective returns. Find out more here.
Invest in a world of opportunity today.
A united and deeply experienced team of global portfolio managers each with over 20 years in the industry.
A disciplined process finding quality businesses with strong earnings that are under appreciated by the market.
An actively managed concentrated portfolio of 30-45 of our best ideas, highly diversified across sectors and regions.
A boutique firm strongly aligned with our clients’ investment objectives and focused solely on growing clients’ wealth.
Alphinity Global Equity Fund –
Performance (after fees) as at 30 September 2021
| Quarter (%) |
1 year (%) |
2 year (% p.a.) |
3 year (% p.a.) |
5 year (% p.a.) |
Since inception (% p.a.) |
|
| Alphinity Global Equity Fund | 4.7 | 33.8 | 18.2 | 16.3 | 18.1 | 14.6 |
| MSCI World Net Total Return Index (AUD) | 3.9 | 27.8 | 15.2 | 13.2 | 15.1 | 13.0 |
Alphinity Global Equity Fund: the inception date for the Fund is 21 December 2015.
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.
To find out more about the Alphinity Global Equity 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 Global Equity Fund seeks to build a portfolio of international stocks that is well diversified across different sectors, countries and currencies and aims to meet the Fund’s investment objective (to outperform the benchmark after costs over rolling three year periods) in a risk-controlled manner.
The investment universe is comprised of stocks listed on global stock exchanges.
| Fund Name | Alphinity Global Equity Fund |
| Investment objective | To outperform the benchmark after costs over rolling three year periods |
| Benchmark | MSCI World Net Total Return Index (AUD) |
| Stocks held in the portfolio | Typically 30-45, with a maximum of 70 stocks |
| Strategic asset allocation ranges | Securities: Min 80% Max 100% Cash: Min 0% Max 20% |
| Minimum investment timeframe | At least five years |
| Investment universe | The investment universe is comprised of stocks listed on global stock exchanges. The Fund can also invest in listed equity securities or hybrid equity securities such as convertible notes, redeemable preference shares and partly paid shares. The Fund has the ability to invest in unlisted stocks, but it is restricted to companies with a firm commitment to list within six months of prospectus issue date, and the combined value of such investments shall not exceed 5% of the total market value of the Fund. |
| Minimum initial investment | $10,000 or $1,000 with Regular Savings Plan |
| Management fee | 1.00% p.a. |
| Performance fee | 10% of the Fund’s daily return (after fees and expenses, and after adding back distributions paid) above the Performance Benchmark and the absolute return performance hurdle.* |
| Distribution frequency | Annually |
| APIR code | HOW0164AU |
| Date | Distribution per unit ($) |
| 30/06/2016 | 0.0076740 |
| 30/06/2017 | 0.0017208 |
| 30/06/2018 | 0.0593323 |
| 30/06/2019 | 0.0565137 |
| 30/06/2020 | 0.0447333 |
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