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
Funds under management at Magellan rose slightly in January, but the exit of head of investment Gerald Stack could see this change later in the year.
ETF provider VanEck has appointed three strategic roles to its Sydney team, including a former M&A specialist from EY.
T. Rowe Price has formed a strategic relationship with a US life insurance and annuity company which will see the asset manager manage its public and private assets, and explore product development opportunities.
PIMCO has announced the launch of four ETFs that seek to democratise active fixed income investing in Australia through institutional-grade solutions.
