Alphinity Global Sustainable Equity Fund – Active ETF (ASX: XASG)

Jonas joined Alphinity in 2015, founding the Global Equity team with Jeff Thomson. Jonas’s focus is on the Healthcare, Utilities and Materials sectors as well as portfolio management and portfolio construction oversight.

Prior to joining Alphinity, Jonas was a Senior Portfolio Manager/Analyst at AMP Capital in Sydney, Australia, where he was responsible for managing the Core Equity portfolios in the Australian Fundamental Equities team from 2011-2015, as well as covering the Australian bank sector as an equity analyst. Prior to that, Jonas worked from 2003-2010 at Swedbank Robur Asset Management in Stockholm, Sweden, managing international as well as domestic equity portfolios, and covering US and European stocks across the consumer and industrials sectors. Previously, Jonas had been at Merrill Lynch in London, UK as an equity analyst covering European media stocks. He started his career with Swedbank Markets in Sweden in 1996 as an equity analyst, covering sectors ranging from banks, industrials, property and media.

He holds a Master’s degree in Finance from the University of Gothenburg School of Business, majoring in Economics and Law.

Jeff’s focus is on Financials, Property and Consumer Staples sectors, as well as portfolio management and construction oversight.

Jeff joined Alphinity in 2015, founding the Global Equity team with Jonas Palmqvist. Prior to joining Alphinity, Jeff worked as a global fund manager at K2 Asset Management in Melbourne from 2011-2015. Previously he worked at Thames River Capital in London (2003-2010) as a fund manager in the European team, managing absolute and long only equity portfolios, and Coronation Fund Managers in Dublin and London (2000-2003) on the European equity team as an analyst/fund manager. Jeff began his career in financial services as a general industrial analyst at Deutsche Bank Securities (1996-2000), focusing on the chemical, healthcare and media sectors.

He qualified as a Chartered Accountant at Ernst & Young in Johannesburg, South Africa and is also a Chartered Financial Analyst (CFA).

Trent joined Alphinity as a Portfolio Manager in 2021 where he leads investment coverage for the Technology and Communication Services sectors.

Prior to joining Alphinity, Trent founded and managed a global absolute return fund focused on identifying disruptive growth themes and long-term industrial transformations. Before this Trent spent more than 10yrs at CFSGAM, where he held senior roles as a Sector Analyst and as Portfolio Manager for the Global Long Short strategy in the Hedge Fund of Funds team.

Trent has a Bachelor of Engineering (Civil Engineering) from the University of Sydney, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia

Chris joined Alphinity as a Portfolio Manager in 2022 and is responsible for the Industrials, Energy and Consumer Discretionary sectors. He has more than 17 years’ experience in international equity markets working at Citi, having been based in Singapore, Hong Kong and Sydney. In his final six years at Citi, Chris was Director and Head of International Equity Sales, APAC, based in Sydney.

He graduated from the University of New South Wales with Bachelor of Commerce (Finance) and Bachelor of Science (Biotechnology) degrees.

Ty joined Alphinity in 2024 and contributes to the overall research and portfolio management efforts in the global investment team.

Prior to joining Alphinity, Ty was an Analyst at Aoris Investment Management in Sydney, where his research coverage spanned a variety of sectors and geographies. As a member of the investment committee, he assisted with portfolio management of a concentrated global equity fund. Prior to this, he worked at BT Financial Group in the investment research and governance team, researching fund managers and providing recommendations for use in the broader platforms and advice business. Ty was also on the Board of the New England Regional Art Museum from 2021-2023, which is home to one of Australia’s most significant art collections outside the capital cities.

Ty graduated from the University of New England with a Bachelor of Business (Business Economics) (Applied Finance) and is a CFA Charterholder.

Matisse joined Alphinity in 2024 and contributes to the overall research efforts in the global investment team.

Prior to Alphinity, Matisse worked at Hyperion Asset Management for four years in both Brisbane and Sydney offices. As a member of the investment committee, she provided fundamental research to the investment team across companies in a variety of sectors and geographies.

Matisse holds a Bachelor of Advanced Finance and Economics from the University of Queensland and graduated with Honours Class I and a major in Economics. She is also a CFA® Charterholder.

Jessica joined Alphinity in 2020 to lead the newly created ESG and Sustainability function. In collaboration with all other members of the Alphinity team, she is responsible for implementing Alphinity’s five pillars of responsible investment. These areas include ESG integration, stewardship and active engagement, sustainable investing, thematic research and transparency and reporting.

Prior to joining Alphinity, Jessica was Senior Sustainability Advisor at Transurban where she was responsible for delivering strategic projects, including Transurban’s response to the Task Force on Climate Related Financial Disclosure (TCFD) recommendations and supporting the delivery of sustainability initiatives to meet the company’s broader sustainability strategy. Her previous roles included Case Manager at the Infrastructure Sustainability Council of Australia (ISCA) and Environmental and Sustainability Consultant at SLR Consulting.

Jessica has a Bachelor of Environmental Science and Management (Honours) from the University of Newcastle and a Diploma in Project Management from the University of New England.

Moana is a Senior Responsible Investment Analyst who contributes to the integration of environmental, social and governance risks into the investment process. She conducts research and data analysis to monitor ongoing ESG risks, controversies, emerging topics and supports Alphinity’s stewardship activities in the areas of company engagement, collaborative engagement, thematic research and proxy voting.

Moana also has an active role in supporting universe construction for Alphinity’s two sustainable strategies and completes company and thematic analysis which assists the Sustainable Compliance Committee in their decisions. She leads the annual data assurance process for both sustainable strategies.

Moana joined Alphinity in 2020 as an intern and moved into a full-time role in 2021, working across both domestic and global investment strategies. She has a Bachelor of Science and a Bachelor of Commerce degrees from the University of Sydney, with majors in Biology, Environmental Studies and Finance.

Jasmine is a Responsible Investment Associate, supporting the Responsible Investment team’s assessment and integration of environmental, social and government related topics across both global and domestic strategies. Jasmine joined as an intern in June 2024, later moving to a full-time role. Prior to Alphinity, Jasmine worked in Equity Research at Macquarie where she assisted the ESG team in a part-time role.

Jasmine holds Bachelor of Commerce and Bachelor of Advanced Studies degrees, majoring in Finance and International Relations, from the University of Sydney.