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.”

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Jonas Palmqvist

Leading Australian and global equities fund manager Alphinity Investment Management has listed its’ two rapidly growing global equities funds on the Australian Securities Exchange (ASX).

The two funds that recently listed and celebrated via an ASX bell ringing ceremony today are the actively managed Alphinity Global Equity Fund (Managed Fund) (ASX: XALG) and the Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG).

Alphinity Global Portfolio Manager Jonas Palmqvist said: “Both of these funds give retail investors easy access to a global portfolio of companies that have been identified as undervalued as they enter or are about to enter an earnings upgrade cycle and can deliver positive earnings surprises.”

The Alphinity Global Equity Fund – XALG – offers a long-only portfolio of 25-40 leading quality global companies highly diversified across countries, sectors and currencies that have been identified as undervalued and within an earnings upgrade cycle.

“Alphinity’s deeply experienced global team combines fundamental research with specific quantitative analytics to uncover stocks that can deliver ‘earnings surprises’ to drive outperformance,” Mr Palmqvist said.

Since inception in 2015 XALG’s underlying fund has returned 11.1% p.a., and 8.5% p.a. over the past three years, outperforming the benchmark by 1.5% p.a. and 2.3% p.a. respectively(1).

The Alphinity Global Sustainable Equity Fund (ASX: XASG) provides a diversified portfolio of 25-40 leading global sustainable listed companies which are assessed by Alphinity as having a net positive alignment to  the 17 United Nations Sustainable Development Goals, exceed Alphinity’s minimum Environmental, Social and Governance criteria, and also offer attractive prospective returns.

A committee including reputable external experts helps to ensure the fund stays true to its’ charter and also drives active engagement with companies. Since its launch in June 2021 XASG’s underlying fund has returned 2.3% p.a, outperforming the benchmark by 1.1% p.a.(1) Both funds use the MSCI World Net Total Return Index (AUD) as a benchmark.

Alphinity Investment Management is supported by Challenger Limited subsidiary Fidante, which forms long term alliances with talented investment teams to support and grow specialist investment management businesses.

Fidante is one of Australia’s largest active fund managers and currently has 17 investment manager partnerships, with more than 60 funds, covering a wide range of asset classes. Combined, they manage approximately $70 billion(2) in total funds under management.

Challenger Chief Executive Funds Management, Victor Rodriguez said the listings were part of Fidante’s strategy to further expand its range of products and enhance the customer experience by making it easier for customers to access Fidante’s investment managers.

“Australia’s growing ETF market is driven by customer demand for easy, any time access to high performing liquid products. Over the past 12 months we have invested in enhancing our digital capabilities to enable Fidante to further grow our series of active ETFs to meet this customer demand.

“Fidante now has over $817m million (3) in FUM invested across 4 active ETF strategies, and we look forward to bringing more funds to market in 2023,” Mr Rodriguez said.

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Jonas Palmqvist

Leading Australian and global equities fund manager Alphinity Investment Management is lowering the management fees of its two global equity funds from 1.00% to 0.75% (inclusive of GST and net of RITC) from 1 May 2022.

“Both Alphinity and Fidante Partners are focused on ensuring costs to investors remain appropriate and in line with market expectations, and our new management fee structure is a reflection of this,” Alphinity Global Portfolio Manager Jonas Palmqvist said.

The fee reduction follows a review of the funds by Alphinity and Fidante Partners, the responsible entity for both funds. Management fees of both funds have been reduced by a quarter to 0.75% (inclusive of GST and net of RITC). Performance fees for both funds will remain the same.

The Alphinity Global Equity Fund seeks to invest in a concentrated set of quality companies, identified as undervalued and within an earnings upgrade cycle. Since its inception in December 2015 to 28 February 2022, the Alphinity Global Equity Fund has returned 13.3% p.a. net of fees*, ahead of the benchmark MSCI World Net Total Return Index (AUD) return of 11.9% p.a.

The Alphinity Global investment team, which operates under a flat structure of five portfolio managers, also manages the Alphinity Global Sustainable Equity Fund, a strategy that retains the approach of the flagship global fund but also applies rigorous sustainable and ESG methodology to invest in a portfolio of leading global companies that support one or more of the 17 UN Sustainable Development Goals, have strong ESG practices^ and offer attractive prospective returns. The fund has returned 9.6% net of fees* to 28 February

2022 since its inception in June 2021, against the same benchmark’s return of 7.5%.

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Willcocks has amassed more than 15 years’ experience of international equity markets while working for Citi, in roles that have been based in Singapore, Hong Kong and Sydney. For the past six years he has been Citi’s Director and Head of International Equity Sales, APAC, based in Sydney.

In his new role he will have responsibility for industrials sector investments in the $7bn Alphinity Global Equity Fund (Fund) which has returned 14.7% p.a. after fees since inception in December 2015 to 31 January 2022 against the benchmark MSCI World Net Total Return Index (AUD) return of 13.1%.

Alphinity Global Portfolio Manager Jonas Palmqvist said the appointment increased Alphinity’s global portfolio managers to five after Mary Manning (Consumer Discretionary and Communication Services) and Trent Masters (Technology) joined the business last year.

“Chris brings a wide-ranging knowledge and experience of global equities to our growing team, and he has been a key, collaborative partner to us at Alphinity Global since we launched our funds over six years ago. We are looking forward to him making a major contribution to our co-portfolio manager model,” Palmqvist said.

Investment veteran Jeff Thomson, who covers financials, staples and real estate, rounds out the global portfolio management team, which is supported by a five-strong specialist resources team.

The Alphinity Global Equity Fund seeks to invest in a concentrated set of quality companies, identified as undervalued and within an earnings upgrade cycle. It identifies these companies using a distinctive combination of fundamental analysis and quantitative inputs.

Alphinity Investment Management is supported by Challenger Limited subsidiary Fidante Partners, which forms long term alliances with talented investment teams to support and grow specialist investment management businesses.

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Mary Manning

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 Fund, India Fund and Ellerston Asian Investments listed investment company.

Mary had been with Ellerston since 2012, and prior to that worked in several investing roles between 2001 and 2010 at Oaktree Capital as well as Soros Funds Management, based in New York and Singapore. Mary has completed an MBA at Harvard Business School and a PhD in Economics at the University of Sydney, where she was an associate lecturer. She started her career in 1996 as an investment banking analyst at Citigroup, based in New York, London and Moscow.

Trent Masters, who has more than 20 years of investment experience, has joined Alphinity from Global Evolution Capital, which he founded in 2019 and where he managed a global absolute return fund, built around key growth themes and industrial evolutionary trends.

Prior to this, he spent more than a decade at Colonial First State Global Asset Management, primarily as a senior analyst covering a range of sectors, and also as a portfolio manager of global long-short funds and hedge fund-of-funds.

Trent started his career at Commonwealth Bank in 1999 in a strategy, mergers and acquisition team and holds a Bachelor of Engineering (Civil) from Sydney University and a Graduate Diploma in Applied Finance and Investment from FINSIA.

In their new roles Mary and Trent will help manage the $4bn Alphinity Global Equity Fund (Fund) which has returned 13.4% p.a. after fees since inception in December 2015 to 31 May 2021^[1]. The Fund seeks to invest in a concentrated set of quality companies, identified as undervalued and within an earnings upgrade cycle. Trent and Mary will also be actively involved in managing the newly launched Alphinity Global Sustainable Equity Fund.

Alphinity Global Portfolio Manager Jonas Palmqvist said he and fellow Global Portfolio Managers Jeff Thomson and Nikki Thomas are delighted to welcome the pair as colleagues and partners.

“Trent and Mary bring a tremendous depth of experience and investment pedigree to Alphinity that will help reinforce and sustain the track record of excellence we have been able to establish and embed. Importantly, their complementary, diverse backgrounds bring new and alternative perspectives that will enrich discussions as we work though our well-established investment process,” he said.

Alphinity Investment Management is supported by Challenger Limited subsidiary Fidante Partners, which forms long term alliances with talented investment teams to support and grow specialist investment management businesses.

———

[1] Source: Fidante Partners: returns are calculated after fees have been deducted and assume distributions have been reinvested. No allowance is made for tax when calculating these figures. Past performance is not a reliable indicator of future performance.

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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.

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Jonas Palmqvist

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 by a separate team focused on global opportunities.

Alphinity Investment Management was established in July 2010 and built a formidable reputation for its consistent outperformance managing Australian equities. This success saw it add global capability to its team and launch the Fund on 21 December 2015. The Fund has outperformed MSCI World Net Return (AUD) across all reported time periods to 31 December 2018*, returning 8.2% per annum since inception, 11.5% per annum over two years, and 2.4% over the past year, including the recent market correction (all figures net of fees).

Alphinity’s global fund is managed by four portfolio managers, each with more than 20 years of experience; Jonas Palmqvist, Jeff Thomson, Lachlan MacGregor and Nikki Thomas.

The team’s investment philosophy is to provide investors with an actively managed exposure to a high conviction portfolio of leading global companies with underappreciated earnings growth potential. It identifies these companies using a unique partnership between detailed analyst-driven fundamental research and specific targeted quantitative inputs.

In its rating report, Zenith described the Fund as ‘well managed’ by a ‘highly experienced’ team of investment professionals and said the team’s investment process was ‘intuitive and robust’. Alphinity’s global strategy has $1 billion of funds under management, of which around $37 million are from early investors in the retail Fund.

Jonas Palmqvist said the fund management team was appreciative of the institutional support the Fund had received in its first three years and was looking forward to bringing the Fund to retail investors this year now it has a strong track record.

“The key to our success and the recent Zenith rating has been what we call ‘conviction with consistency’” said Jeff Thomson. “The Fund typically holds only 30 to 45 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.”

Alphinity Investment Management is supported by its minority shareholder, Fidante Partners, the boutique funds management business of Challenger Limited.

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