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.
AUTHOR
Oksana Patron
Recommended for you
Record flows into iShares ETFs helped BlackRock’s assets under management reach US$13.5 trillion in the third quarter, but it reported outflows from the APAC region.
Regal Partners has passed $20 billion in funds under management, helped by $723 million in net inflows during the last three months.
Global investment manager Fidante has formed a strategic partnership with a London-based asset manager to secure exclusive distribution rights across the APAC region.
Blackwattle Investment Partners has hired a management trio from First Sentier Investors – who departed amid the closure of four investment teams last year – to run its first equity income offering.
