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Alphinity Concentrated Australian Share

Ranked 37 out of 251 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Andrew Martin

Objective

The Fund aims to outperform its benchmark after costs and over rolling five-year periods. It builds a high conviction concentrated portfolio of Australian stocks listed on the Australian Securities Exchange (ASX) that is also well diversified across different industries and sectors. It aims to meet the Funds investment objectives in a risk-controlled manner. The investment universe is comprised of Australian stocks listed on the ASX.

Performance

Australia over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% 11.0%
2017 12.2% 4.0% -0.6% 1.4% 7.0%
2016 13.3% -3.3% 2.9% 6.2% 7.2%
2015 7.5% 11.5% -7.3% -4.6% 9.1%
2014 5.4% 1.6% 1.3% -1.8% 4.3%
2013 24.9% 10.0% -2.3% 11.1% 4.7%
2012 23.6% 9.1% -3.8% 8.7% 8.3%
2011 -11.3% 3.6% -4.1% -13.8% 3.7%
2010 0.3% 2.1% -12.4% 6.6% 5.3%
2009 40.5% -0.2% 12.0% 19.4% 5.3%
2008 -53.4% -19.7% -9.6% -10.7% -28.1%
2007 7.9% 7.0% 4.8% -0.8% -3.0%
2006 26.9% 10.4% -3.3% 8.8% 9.4%
2005 24.4% 3.3% 2.4% 11.4% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date01/09/2010
  • Share Class size15Mn
  • Base currencyAUD
  • ISIN AU60HOW00262

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment100

Charges

  • Annual management0.90%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).