Alphinity Investment Management launches Global Sustainable Equity Fund

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Leading Australian and global equities boutique fund manager Alphinity Investment Management has launched a global sustainable strategy that aims to invest in quality global companies which are supporting the transition to a more sustainable future and are also identified as undervalued and within an earnings upgrade cycle. The new Alphinity Global Sustainable Equity Fund (Fund)

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Alphinity Investment Management appoints two global fund portfolio managers

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Leading Australian and global equities boutique fund manager Alphinity Investment Management has added two highly experienced portfolio managers to its global equities fund management team. Mary Manning will join Alphinity in mid-July. She brings 25 years of international experience to the Alphinity global team, most recently as a portfolio manager of the Ellerston Capital Asia Growth

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Alphinity appoints client portfolio manager

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Leading Australian and global equities boutique fund manager, Alphinity Investment Management, has appointed experienced client portfolio manager Elfreda Jonker to its Sydney-based team. Jonker has joined Alphinity from Talaria Asset Management where she was Director of Business Development. She brings two decades of financial markets and corporate experience to the firm, including more than 13

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Alphinity Sustainable Share Fund added to the FirstChoice platform 

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Alphinity Investment Management’s Sustainable Share Fund has been added to the FirstChoice platform. The Alphinity Sustainable Share Fund is rated Highly Recommended by Lonsec and Recommended by Zenith. It invests in between 35 and 55 companies listed on the ASX which support the United Nations’ Sustainable Development Goals, have good environmental, social and governance practices,

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Alphinity bolsters ESG, research capabilities

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Leading Australian and global equities boutique fund manager, Alphinity Investment Management, has strengthened its ESG investing and research capabilities with a set of appointments, as it celebrates its 10 year anniversary. Alphinity has appointed Jessica Cairns to the newly-created role of ESG & Sustainability Manager, a move which supports Alphinity’s efforts to more deeply integrate

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Alphinity Global Equity Fund receives ratings boost and platform additions

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Alphinity Investment Management’s global equity fund has been upgraded to ‘Recommended’ by Lonsec. The upgrade of the Alphinity Global Equity Fund (the Fund) follows its addition to the Macquarie Wrap Super and Investment platforms in October 2019. The Fund is also available on the Super and Investment platforms for BT Panorama, BT Wrap, Asgard, HUB24,

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Clean sweep – all three Alphinity Australian share funds receive ‘Highly Recommended’ rating

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All three of Alphinity Investment Management’s Australian share funds have been rated ‘Highly Recommended’ by Lonsec. The leading Australian and global equities boutique fund manager has had its Alphinity Australian Share Fund and its Alphinity Concentrated Australian Share Fund upgraded to the highest available Lonsec rating, while the Alphinity Sustainable Share Fund has retained its

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Alphinity Global Equity Fund added to BT Panorama

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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’

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Alphinity Global Equity Fund passes three year milestone, receives ‘Recommended’ Zenith rating

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The Alphinity Global Equity Fund (the Fund) celebrated its third anniversary in December and was recently awarded a ‘Recommended’ rating by Zenith. In addition, the Fund received a four-star Overall Morningstar Rating™ as at 31 December 2018. The strategy, which sits under the umbrella of leading Australian boutique fund manager, Alphinity Investment Management, is run

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Two Alphinity Australian share funds receive ‘Highly Recommended’ rating

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Two of Alphinity Investment Management’s Australian share funds have been rated ‘Highly Recommended’ by Zenith Investment Partners. The leading Australian and global equities boutique fund manager has had its Alphinity Concentrated Australian Share Fund upgraded to the highest available rating, while the Alphinity Australian Share Fund has retained its ‘Highly Recommended’ rating for the fifth-consecutive

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