| | | | | Dear Subscriber, | | Alphinity are pleased to announce that our Alphinity Global Equity Fund (Managed Fund) (ASX: XALG) and Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG) are now live and trading on the ASX. | | The Alphinity Global Funds both invest in leading global companies at the right time in the earnings cycle and identified as undervalued. Our deeply experienced team of global portfolio managers apply a disciplined investment process to construct concentrated ‘best ideas’ portfolios. | | Our Global Sustainable Equity Fund also offers a unique opportunity to invest in companies with activities that we believe are aligned with the United Nations Sustainable Development Goals (SDGs). This is assessed using our in-house methodology and includes elements such as exclusions for activities which are incongruent with the SDGs and a committee with two external experts in ESG to help define the investible universe. |
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| | Key Fund Features | | | Consistent returns | | Aim to provide consistent strong risk-adjusted returns across different market cycles. |
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| | | | | Style Agnostic | | Invest in growth, value, cyclical or defensive companies seeking to own them at the right time in their earnings cycles. |
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| | | | | Concentrated and diversified | | Long-only portfolios of 25-40 high quality companies. | | Diversified across countries and sectors providing access to many powerful trends reshaping our world today. |
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| | | | | Robust approach to ESG and stewardship | | ESG risks and opportunities are consistently integrated into investment decisions and stewardship activities to maximise returns and minimise ESG risk. |
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| | About Us | | Established in 2010, Alphinity Investment Management manages over $16bn across 5 distinct investment strategies covering Global and Australian equities, offering both core and sustainable fund options. |
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| | Our investment style | | The diagram alongside illustrates Alphinity’s investment style in the context of a company’s earnings life cycle (regardless of level of growth or market cycle). |
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| | | | | | | This material has been prepared by Alphinity Investment Management Pty Ltd ABN 12 140 833 709, AFSL 356895 (Alphinity), the investment manager of the Alphinity Global Equity Fund (Managed Fund) (ASX: XALG) and Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG) (the Funds) Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante) is a member of the Challenger Limited group of companies (Challenger Group) and is the responsible entity of the Funds. | | Other than information which is identified as sourced from Fidante in relation to the Fund(s), Fidante is not responsible for the information in this material, including any statements of opinion. | | It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable to your circumstances. The Fund’s Target Market Determination and Product Disclosure Statement (PDS) available at www.fidante.com should be considered before making a decision about whether to buy or hold units in the Funds. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. | | Past performance is not a reliable indicator of future performance. | | Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. | | Alphinity and Fidante have entered into arrangements in connection with the distribution and administration of financial products to which this material relates. In connection with those arrangements, Alphinity and Fidante may receive remuneration or other benefits in respect of financial services provided by the parties. | | Fidante is not an authorised deposit-taking institution (ADI) for the purpose of the Banking Act 1959 (Cth), and its obligations do not represent deposits or liabilities of an ADI in the Challenger Group (Challenger ADI) and no Challenger ADI provides a guarantee or otherwise provides assurance in respect of the obligations of Fidante. Investments in the Fund(s) are subject to investment risk, including possible delays in repayment and loss of income or principal invested. Accordingly, the performance, the repayment of capital or any particular rate of return on your investments are not guaranteed by any member of the Challenger Group. |
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