Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG)

Jonas’s focus is on Healthcare,Utilities and Materials sectors as well as portfolio construction oversight

Jonas joined Alphinity in 2015. Prior to joining Alphinity, Jonas was a Senior Portfolio Manager / Analyst at AMP Capital in Sydney, Australia, He was responsible for managing the Core Equity portfolios in the Australian Fundamental Equities team from 2011-2015, as well as covering the Australian bank sector as an equity analyst. Prior tothat, Jonas worked from 2003-2010 at Swedbank Robur Asset Management in Stockholm, Sweden, managing international as well as domestic equity portfolios, and covering US and European stocks across the consumer and industrials sectors. Previously, Jonas worked at Merrill Lynch in London, UK as an equity analyst covering European media stocks. He started his career with Swedbank Markets in Sweden in 1996 as an equity analyst, covering sectors ranging from banks, industrials, property and media.

He holds a Master’s degree in Finance from the University of Gothenburg School of Business, Economics and Law.

Jeff’s focus is on Financials, Property and Consumer Staples sectors, as well as portfolio construction oversight.

Jeff joined Alphinity in 2015. Prior to joining Alphinity, Jeff worked as a global fund manager at K2 Asset Management in Melbourne from 2011-2015. Previously he worked at Thames River Capital in London (2003-2010) as a fund manager in the European team, managing absolute and long only equity portfolios, and Coronation Fund Managers in Dublin and London (2000-2003), again on the European equity team as an analyst/fund manager. Jeff began his career in financial services as a general industrial analyst at Deutsche Bank Securities (1996-2000) focusing on the chemical, healthcare and media sectors.

He qualified as a Chartered Accountant at Ernst & Young in Johannesburg, South Africa and is also a Chartered Financial Analyst (CFA).

Trent joined Alphinity in April 2021, having previously managed the Global Evolution Capital fund, a global absolute return fund built around key growth themes and industrial evolutionary trends. Prior to that, Trent spent over a decade at CFSGAM, primarily as a Senior Analyst covering a number of sectors, and also as a Portfolio Manager of the Global Long Short, hedge fund of funds.

Trent has a Bachelor of Engineering (Civil Engineering) from the University of Sydney, and a Graduate Diploma in Applied Finance.

Chris joined Alphinity as a Portfolio Manager in February 2022 and is responsible for the Industrials and Energy sector. He has over 16 years’ experience of international equity markets working at Citi, having been based in Singapore, Hong Kong and Sydney. During the most recent six years, Chris has been Director and Head of International Equity Sales, APAC (based in Sydney).

He graduated from the University of New South Wales with a Bachelor Commerce (Finance) and Bachelor Science (Biotechnology)

Ty joined Alphinity in May 2024 as a Global Research Analyst in the global team.

Prior to joining Alphinity, Ty worked at Aoris Investment Management in Sydney for 5 years where he was a member of the investment committee and covered stocks across a variety of sectors and geographies. Prior to that, he worked at BT Financial Group in the investment research and governance team, researching fund managers and providing recommendations for use in the broader platforms and advice business.

Ty was also on the Board of the New England Regional Art Museum from 2021-2023, which is home to one of Australia’s most significant art collections outside the capital cities.

He graduated from the University of New England with a Bachelor of Business (Business Economics) (Applied Finance) and is a CFA charterholder.

Matisse is a Research Analyst in the Alphinity global team and joined in August 2024. Prior to Alphinity, Matisse worked at Hyperion Asset Management for over 4 years in both Brisbane and Sydney offices. As a member of the investment committee, she provided fundamental research to the investment team across companies in a variety of sectors and geographies. Matisse holds a Bachelor of Advanced Finance and Economics from the University of Queensland. She graduated with Honors Class I and a major in Economics. She currently working towards achieving the CFA designation.

Jessica joined Alphinity in August 2020 in the newly created role of ESG & Sustainability Manager to support the firm’s assessment and integration of ESG-related matters. Jessica also assists the Sustainable Share Fund Compliance Committee in its efforts to define an investment universe which consider companies’ contribution towards achieving the UN’s Sustainable Development Goals. Jessica is also involved in company and market engagements.

Prior to joining Alphinity, Jessica was Senior Sustainability Advisor at Transurban where she was responsible for delivering strategic projects, including Transurban’s response to the Task Force on Climate Related Financial Disclosure (TCFD) recommendations and supporting the delivery of sustainability initiatives to meet the company’s broader sustainability strategy. Her previous roles included Case Manager at the Infrastructure Sustainability Council of Australia (ISCA) and Environmental and Sustainability Consultant at SLR Consulting.

Jessica has a Bachelor of Environmental Science and Management (Honours) from the University of Newcastle and a Diploma in Project Management from the University of New England.

Moana is a Senior ESG and Sustainability Analyst at Alphinity who contributes to the integration of environmental, social and governance topics into the investment process. She conducts research and data analysis to monitor ongoing ESG risks, emerging topics and supports Alphinity’s stewardship activities in the areas of company engagement, collaboration, thematic research and proxy voting.

Moana also has an active role in supporting the universe construction for Alphinity’s two sustainable strategies and leads the annual limited data assurance process for both funds. She completes company and thematic analysis which assists the Sustainable Compliance Committee in their decisions.

Moana joined Alphinity in May 2020 as an intern and in June 2021 moved into a full-time role working across both domestic and global strategies. She has a Bachelor of Science and Commerce from the University of Sydney, with majors in Biology, Environmental Studies and Finance.