Skip to content
  • Invest Online
  • Contact Us
    • Invest Online
    • Contact Us
  • About Us
        • About Us
          • The Alphinity Difference
          • Our Values
          • Our Name and Tagline
        • Our Team
        • Our Investment Philosophy
        • Our Investment Process
        • Responsible Investing
          • 2024 ESG and Sustainability Report
          • Sustainability Related Disclosures
  • Our Funds
        • Our Funds

          Alphinity offers a selection of Australian and Global investment funds.

          Alphinity offers a UCITS version of its flagship Global Equity Fund.

        • Core Funds
          • Alphinity Australian Share Fund
          • Alphinity Concentrated 
Australian Share Fund
          • Alphinity Global Equity Fund – Active ETF (ASX:XALG)
        • Sustainable Funds
          • Alphinity Sustainable Share Fund
          • Alphinity Global Sustainable Equity Fund – Active ETF (ASX: XASG)
        • Alphinity Global Equity Fund – UCITS
  • Performance
        • Performance
        • Fund Reports
  • Insights & News
        • Insights
        • News & Media
        • Webinars
  • Invest Online
  • Contact Us
Performance runner in a mountain landscape

Fund Reports


Available Fund Reports

  • 2026
  • 2025
  • 2024

You should read the Fund’s Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs. These documents are available on the Fund pages on this website.

January 2026
  • Alphinity Australian Share Fund
  • Alphinity Australian Share Fund – Fact Sheet
  • Alphinity Concentrated Australian Share Fund
  • Alphinity Concentrated Australian Share Fund – Fact Sheet
  • Alphinity Sustainable Share Fund
  • Alphinity Sustainable Share Fund – Fact Sheet
  • Alphinity Global Equity Fund – Active ETF
  • Alphinity Global Equity Fund – Active ETF – Fact Sheet
  • Alphinity Global Sustainable Equity Fund – Active ETF
  • Alphinity Global Sustainable Equity Fund – Active ETF – Fact Sheet

Stay Informed

Subscribe here to receive regular updates from Alphinity

Subscribe
Alphinity
Aspire. Sustain. Prosper.
  • LinkedIn
  • Youtube
  • Contact Us
  • Conditions of Use
  • Disclaimer
  • Privacy
  • Sitemap
  • Fidante

© 2026 Alphinity. All rights reserved.

Logo
Select Your Region

Please select your region to view relevant content.

Please select your region:
Australia Global
Content Not Available

This content is not available for your selected region. Please select a different region or visit our homepage.