Alphinity Investment Management opens flagship Global Equity Fund to UK and European investors
Jonas Palmqvist
Expanding its global reach, Alphinity Investment Management, a leading Australian-based equity boutique, is launching a UCITS version of its flagship Global Equity Fund.
The Alphinity Global Equity Fund offers investors exposure to a high conviction portfolio, targeting 25-30 stocks, diversified across sectors and regions. The Fund aims to deliver consistent strong risk-adjusted returns across market cycles.
The Australian-based team has been running the global equity strategy since 2015. Since inception to the end of August 2025, the strategy has outperformed the MSCI World Net benchmark.
Alphinity Portfolio Manager and Global Equity Co-Founder, Jonas Palmqvist, said the launch of the UCITS version of the Fund comes in response to continued demand from investors across the region for high-quality, active global equity strategies.
“We aim to invest in high-quality companies, trading at reasonable valuations at the right point in their earnings cycle, targeting earnings surprises rather than just growth. This enables us to tap into distinct and differentiated return drivers.” Mr Palmqvist said.
The strategy is style-agnostic, grounded in a transparent and repeatable process that follows established earnings leadership across diverse sectors and geographies. This core approach serves as a complement to traditional style-specific strategies.
The Fund will be classified as an Article 8 Fund, given the deep consideration of ESG as part of the investment approach. The Fund promotes environmental and social characteristics and limits its investments to only companies that follow good governance practices.
The Fund launch comes as Alphinity marks its 15-year track record in Australian equities alongside 10 years of successfully managing global equities. Alphinity has a singular investment philosophy and process which is implemented across the firm.
Alphinity’s global distribution partner, Fidante, part of the ASX-listed Challenger Group, will be responsible for distributing the Fund across the UK and Europe.
“As a partner with Alphinity we are excited to bring their highly regarded Global Equity product to the market and support their diversification and growth globally,” Evan Reedman, General Manager of Fidante Affiliates, said.
“Stock selection is becoming even more important as uncertainty grows around how long markets can continue to climb higher. Investors are actively looking to develop portfolios that are robust and resilient regardless of broader market performance.”
