Stephane Andre

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, and create positive social and economic outcomes.

The Fund is also a top performer, returning 9.1% p.a.^[1] in the ten years since its inception, 1.8% above its benchmark, the S&P/ASX300 Accumulation Index.

Alphinity Principal and Portfolio Manager Stephane Andre said Alphinity was delighted to bring an Australian sustainable fund to FirstChoice.

“Over the last decade we’ve provided investors with access to a diversified portfolio of Australian stocks listed on the ASX that have strong ESG characteristics and, where possible, contribute towards the advancement of the UN Sustainable Development Goals. By bringing the Alphinity Sustainable Share Fund to the Colonial First State FirstChoice platform we are able to reaffirm that commitment and broaden the reach of the Fund to even more investors,” Mr Andre said.

The Fund is co-managed by Stephane Andre and Bruce Smith, who are also Principals and founded Alphinity in 2010 along with Johan Carlberg and Andrew Martin.  Andre and Smith are supported by recently appointed Alphinity ESG and Sustainability Manager, Jessica Cairns along with rigorous overview by the Alphinity Sustainable Share Fund Compliance Committee, which includes independent sustainability experts Elaine Prior and Melissa Stewart.

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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[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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