Fund Reports
View Alphinity’s monthly Fund performance, positioning and market commentary.
You should read the Fund’s Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs. These documents are available on the Fund pages on this website.
November 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
October 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
September 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
August 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
July 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
June 2024
- Alphinity Australian Equity Fund
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
May 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
April 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
March 2024
- Alphinity Australian Equity Fund
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
February 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
January 2024
- Alphinity Australian Share Fund
- Alphinity Australian Share Fund - Fact Sheet
- Alphinity Concentrated Australian Share Fund
- Alphinity Concentrated Australian Share Fund - Fact Sheet
- Alphinity Sustainable Share Fund
- Alphinity Sustainable Share Fund - Fact Sheet
- Alphinity Global Equity Fund - Active ETF
- Alphinity Global Equity Fund - Active ETF - Fact Sheet
- Alphinity Global Sustainable Equity Fund - Active ETF
- Alphinity Global Sustainable Equity Fund - Active ETF - Fact Sheet
