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.
September 2024
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
- Alphinity Global Equity Fund - Fact Sheet
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - 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
- Alphinity Global Equity Fund - Fact Sheet
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - 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
- Alphinity Global Equity Fund - Fact Sheet
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - 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
- Alphinity Global Equity Fund - Fact Sheet
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - 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
- Alphinity Global Equity Fund - Fact Sheet
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - 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
- Alphinity Global Equity Fund - Fact Sheet
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - 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
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - 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
- Alphinity Global Equity Fund - Fact Sheet
- Alphinity Global Sustainable Equity Fund
- Alphinity Global Sustainable Equity Fund - Fact Sheet
