Alphinity receives ratings boost from Lonsec

Alphinity Investment Management Alphinity Australian Share fund Alphinity Concertrated Australian Share Alphinity Sustainable Share fund Andrew Martin

1 October 2019
| By Chris Dastoor |
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All three of Alphinity Investment Management’s Australian share funds have received at least a ‘Highly Recommended’ rating from Lonsec.

The global equities boutique fund manager had its Alphinity Australian Share fund and Alphinity Concertrated Australian Share fund upgraded to the highest available Lonsec rating, while the Alphinity Sustainable Share fund retained the ‘highly recommended’ rating.

In its rating reports Lonsec noted the experience of Alphinity’s Australian equity investment team and their portfolio managers ability to deliver on the firm’s investment objectives and its consistency with generating alpha.

It said Alphinity applied a “a well formulated combination of quantitative and fundamental analysis, driven by a repeatable process which focuses on incremental earnings upgrades and balance sheet strength”.

Andrew Martin, Alphinity principal and portfolio manager, said its disciplined approach continued to receive independent validation.

“At Alphinity we look for quality, undervalued companies in or about to enter an earnings upgrade cycle,” Martin said.

“We’re delighted that our disciplined, consistent investment approach – which has helped us deliver alpha for our clients since 2010 - has been recognised by Lonsec.”

Since the inception of the funds in September 2010, all three had outperformed their respective benchmarks, net of fees, by at least 9.9% p.a.

The Australian Share fund deliver 9.9% p.a., while the Sustainable Share fund delivered 10.5% p.a. against the S&P/ASX300 Accumulation Index’s 9.2%.

The Concentrated Australian Share fund delivered 11.1% p.a. against 9.4% for the S&P/ASX200 Accumulation index.

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