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Showing 1 - 10 of 15 results for %22Alphinity Australian Sustainable Share Fund%22

First Sentier named Investment Manager of the Year

CASSANDRA BALDINI  |  FRIDAY, 10 JUN 2022
... Fund Fixed Income - Credit Alexander Funds Management - Alexander Credit Opportunities Fund ESG - Australian Equities Alphinity Investment Management - Alphinity Sustainable Share Fund Fixed Income - Aggregate Bonds Ardea Investment Management - Ardea ...

Alphinity launches new fund

ELIZABETH MCARTHUR  |  THURSDAY, 22 JUL 2021
... methodology. The fund manager will draw on the ESG methodology currently used by the Alphinity Australian Sustainable Share Fund, which launched in 2010. The fund's portfolio manager Jeff Thompson said it will also seek to avoid companies that are involved ...

Index fund tops risk-adjusted rankings

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
... place, while Legg Mason Martin Currie's EM Fund ranked second followed by Schroders' Global EM Fund. In the Australian equities active core category, Macquarie's Australian Shares Fund, Greencape's Broadcap Fund and Alphinity's Sustainable ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... event at Luna Park, Sydney on June 10. For the full list of finalists, see below. Australian Equities - Active Core Alphinity Investment Management - Alphinity Sustainable Share Fund Greencape Capital - Greencape Broadcap Fund Invesco Australia - Invesco ...

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
Alphinity Investment Management has appointed Talaria's former director of business development as a client portfolio manager, to serve as a link between the investment and distribution teams. Elfreda Jonker was previously director of business development ...

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... fund's investment process "can exploit market inefficiencies" over the medium term. Morningstar commenced coverage of the Alphinity Sustainable Share and Ausbil Active Sustainable Equity funds, which both received a bronze rating.

Global equities continue to soar: Report

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... the Aussie dollar appreciating against the USD, as well as the continued rise in tech stocks. In terms of products, Alphinity's Sustainable Share Fund ranked number one among Aussie equities active core products. Greencape's Broadcap Fund and Macquarie's ...

Best managed funds, ETFs named

STAFF WRITER  |  FRIDAY, 4 DEC 2020
... returns but also score well on factors such as how much their returns varied month to month. In ETPs, the winner for Australian shares was Shares Core S&P/ASX 200 (ASX: IOZ) followed by Vanguard's VAS and State Street's STW. The best fixed-interest ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... over the three-year period. The best performing active core funds included the Greencape Broadcap Fund (10.1% p.a.), Alphinity Sustainable Share Fund (9.4% p.a.), Greencape High Conviction Fund (8.8% p.a.), Bennelong Twenty20 Australian Equities Fund ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... given level of expected returns (Omega Ratio), pattern of returns (Kurtosis and Skewness). In the Active Core category, Alphinity Sustainable Share Fund had the best returns (3.8% per year) but also the highest Share ratio (0.1), Sortino Ratio (0.1) ...
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