Jonas Palmqvist
The Alphinity Global Equity Fund (the Fund) has been added to BT’s Panorama platform, the fourth platform the Fund has joined in the last eight months.
This follows the Fund’s addition to the HUB24, MLC (Wrap and Navigator) and Netwealth platforms earlier in the year. The Fund was also assigned an initial rating of ‘Recommended’ from Zenith in November 2018.
Alphinity Global portfolio manager Jonas Palmqvist said the addition to BT Panorama is a significant boost to the team’s efforts to grow their retail footprint, after receiving strong institutional support in the Fund’s first three years.
“We’re delighted the Fund is now available to BT Panorama clients and we anticipate the recognition will bring increased adviser interest in the Fund.”
Alphinity Global’s investment philosophy is to provide investors with an actively managed exposure to a high conviction portfolio of leading global companies with under appreciated earnings growth potential. Alphinity’s experienced global investment team identifies these companies using a unique combination of detailed analyst-driven fundamental research and specific targeted quantitative inputs.
“The key to our success has been what we call ‘conviction with consistency.”
“The Fund typically holds only 30 to 40 stocks but with broad diversity across market sectors and regions. We focus on rigorously testing and refining our best ideas to the point where we have a high degree of comfort that the ones we invest in will achieve strong returns. As the world backdrop changes, we adapt the portfolio and this has seen the strategy outperform across all time periods since inception.”
The Fund has $1.6 billion in funds under management and has outperformed MSCI World Net Return (AUD) across all reported time periods to 31 July 2019, returning 16.8% per annum over three years, 18.6% per annum over two years, and 14.6% over the past year (all figures net of fees)*. The Fund is managed by four Alphinity Investment Management Global portfolio managers, each with more than 20 years’ of industry experience; Jonas Palmqvist, Jeff Thomson, Lachlan MacGregor and Nikki Thomas.
Alphinity Investment Management is supported by Fidante Partners, the boutique funds management business of Challenger Limited.
