Alphinity global fund added to BT Panorama
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms including HUB24, MLC (Wrap and Navigator) and Netwealth.
According to the fund’s portfolio manager, Jonas Palmqvist, the addition would boost the team’s efforts to grow their retail footprint.
The Alphinity Global Equity Fund, which has $1.6 billion in funds under management (FUM), holds typically between 30 and 40 stocks across a broad diversity of market sectors and regions and outperformed MSCI World Net Return (AUD) across all reported time periods to 31 July, returning 16.8 per cent per annum over three years, the firm said.
“We’re delighted that the fund is now available to BT Panorama clients and we anticipate the recognition will bring increased adviser interest in the fund,” Pamlqvist said.
“Alphinity Global’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.”
The firm uses a combination of detailed analyst-driven fundamental research and specific targeted quantitative inputs.
The fund is managed by four Alphinity’s global portfolio managers: Jeff Thompson, Lachlan MacGregor, Nikki Thomas and Jonas Palmqvist.
Recommended for you
In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners.
Perpetual has seen AUM rise 6 per cent in the last quarter but the departure of a longstanding JOHCM fund manager led to outflows of $2.2 billion from his strategy.
Global fixed income fund Bentham Global Opportunities has been added to several major platforms, enabling it to be accessed more easily by financial advisers.
Following yesterday’s news about First Sentier Investors closing four investment teams, a second global asset manager has announced it is closing its only dedicated Australian fund.