The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The Fund is a long only, actively managed, global equity fund. The Fund seeks to provide investors with exposure to a diversified global portfolio of companies, whose products and services are aligned to the development of a sustainable global economy.
A diversified portfolio of leading global sustainable companies that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns. The strategy aims to provide consistently strong risk-adjusted returns across different market cycles by applying a disciplined and repeatable investment process to our global sustainable universe.
The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
The Fund will invest in early-stage high potential growth companies, with a focus on seed stage and follow-on investments. (For Wholesale Investors Only)
The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a ‘‘High Growth’ long term Strategic Asset Allocation (SAA), before fees and expenses, of approximately 90% equities and 10% fixed income exposure.
The fund aims to invest in a portfolio of ethically and socially responsible undervalued companies to achieve medium to long-term capital growth.
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
ETHI aims to track the performance of an index (before fees and expenses) that includes a portfolio of large global stocks identified as “Climate Leaders” that have also passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.
MCCL.ASX is a concentrated portfolio of global companies enabling or benefiting from the transition to decarbonise the planet. The Munro Climate Change Leaders Fund Active ETF was quoted on the ASX on 20 January 2022 with ticker MCCL.
An intelligent climate change investment solution.
The Fund aims to provide investors with the performance of the MSCI World Ex Australia Custom ESG Leaders Index 100% Hedged to AUD, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large and mid- capitalisation companies with better sustainability credentials relative to their sector peers.
HETH aims to track the performance of an index (before fees and expenses) that includes a portfolio of large global stocks identified as “Climate Leaders” that have also passed screens to exclude companies with direct or significant indirect exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. HETH currently obtains its investment exposure by investing in the Betashares Global Sustainability Leaders ETF (ASX: ETHI), with the currency exposure hedged back to the Australian dollar.
Vanguard Ethically Conscious Australian Shares ETF seeks to track the return of the FTSE Australia 300 Choice Index before taking into account fees, expenses and tax.
