We invest in listed companies that support social priorities that offer attractive prospective returns. These companies ‘do good’ and ‘do it well’.
Our Sustainable Compliance Committee which includes two external highly reputable independent experts, ensures we stay true to our Charters. We apply the exact same disciplined investment philosophy of looking for earnings leadership in this focused sustainable investment universe.
By 2030 almost 50% of all new vehicles sold globally are expected to be Electric Vehicles (EVs). Who will be the winners and losers in the auto sector?
Stephane Andre joined Livewire’s Buy Hold Sell to discuss three ASX stocks with exposure to decarbonisation.
We provide an insight into our risk assessment process and define the criteria required for a good quality Modern Slavery Statement in 2022.
Moana Nottage is joined by Sustainable Compliance Committee member and human rights expert Melissa Stewart for our latest webcast to discuss how we assess modern slavery in 2022.
We share our thoughts on the findings of an independent review of Rio Tinto’s workplace culture.
Jessica Cairns and Mary Manning discuss the Sustainability of Big Tech.
Mary Manning discusses whether the Big Tech companies are sustainable.
The United Nations Sustainable Development Goals (SDGs) are a set of 17 goals that were adopted at a UN summit in September 2015 and officially came into force in January 2016. While the SDGs are not legally binding, governments are expected to establish national frameworks for the achievement of the 17 Goals. Over the next 15 years, with these new goals that universally apply to all, countries will mobilise efforts to end all forms of poverty, fight inequalities and tackle climate change, while ensuring that no one is left behind. Click here to find out more.
The Compliance Committee includes co-Portfolio Managers of the Fund and independent sustainability experts, Elaine Prior and Melissa Stewart.
The Committee’s role is to rigorously review the investable universe to ensure compliance with the Fund’s Charter; adjudicate on ‘grey areas’; refine the Charter and filters as the SDGs evolve; help identify areas of company engagement; and review the external service providers used
Alphinity Sustainable Share Fund –
Performance (after fees) as at 31 May 2022
| Quarter (%) |
1 year (%) |
3 years (% p.a.) |
5 years (% p.a.) |
7 years (% p.a.) |
10 years (% p.a.) |
Since inception (% p.a.) |
|
| Alphinity Sustainable Share Fund | 0.9 | 1.8 | 9.5 | 11.6 | 9.2 | 12.0 | 10.1 |
| S&P/ASX 300 Accumulation Index | 3.1 | 4.7 | 8.0 | 9.0 | 7.6 | 10.3 | 8.7 |
Alphinity Global Sustainable Equity Fund –
Performance (after fees) as at 31 May 2022
| Quarter (%) |
1 year (%) |
3 years (% p.a.) |
5 years (% p.a.) |
7 years (% p.a.) |
10 years (% p.a.) |
Since inception (% p.a.) |
|
| Alphinity Global Sustainable Equity Fund | -6.5 | – | – | – | – | – | 2.5 |
| MSCI World Net Total Return Index (AUD) | -4.6 | – | – | – | – | – | 2.5 |
Alphinity Sustainable Share Fund: the Funds changed investment manager and investment methodology on 12 July 2010, at which time Alphinity Investment Management commenced managing the Fund and started transitioning of the portfolios to a structure consistent with Alphinity’s investment philosophy. The transition was completed on 31 August 2010. Therefore, the inception date for the returns for the Funds is 1 September 2010.
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.
Alphinity Global Sustainable Equity Fund: the inception date for the Fund is 2 June 2021.
To find out more about the Alphinity Sustainable Share Fund or Alphinity Global Sustainable 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 Sustainable Share Fund is also available on the ASX mFund platform.
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 attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.
| Fund | Alphinity Sustainable Share Fund | Alphinity Global Sustainable Equity Fund |
| Investment objective | To outperform the benchmark after costs over rolling five year periods | To outperform the benchmark after costs over rolling three year periods |
| Benchmark | S&P/ASX 300 Accumulation Index | MSCI World Net Total Return Index (AUD) |
| Stocks held in portfolio | 35-55 stocks | 25-40 stocks |
| Minimum investment timeframe | At least five years | At least five years |
| Minimum initial investment | $10,000 or $1,000 with Regular Savings Plan | $10,000 or $1,000 with Regular Savings Plan |
| Management fee | 0.95% p.a. | 0.75% p.a. |
| Performance fee | N/A | 10% of the Fund’s return above the MSCI World Net Total Return Index (AUD) |
| Distribution frequency | Quarterly | Annually |
| APIR code | HOW0121AU | HOW1000AU |
| mFund ticker | ALH03 | n/a |
