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Alphinity Socially Responsible Sh-Cl B (Closed)

Ranked 30 out of 255 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Bruce Smith

Objective

To outperform the S&P/ASX 300 Accumulation Index over rolling three-year periods. The Challenger Socially Responsive Share Fund aims to give investors the opportunity to integrate their social values with their long-term investment objectives. Socially responsive investing (SRI) is a holistic investment approach that can include analysis of companies’ social, labor, ethical and environmental performance within the framework of traditional investment or financial analysis.

Performance

Australia over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% 10.9%
2017 12.5% 3.2% -1.3% 1.2% 9.3%
2016 5.9% -5.0% 0.6% 5.9% 4.6%
2015 5.5% 10.1% -7.0% -4.0% 7.4%
2014 4.6% 1.7% 0.8% -1.1% 3.2%
2013 20.9% 8.5% -2.2% 10.0% 3.6%
2012 21.8% 8.6% -4.5% 8.8% 8.0%
2011 -11.3% 3.5% -3.7% -13.2% 2.7%
2010 -1.4% 1.9% -11.7% 5.2% 4.2%
2009 30.8% -4.2% 10.3% 20.0% 3.0%
2008 -45.6% -22.0% -5.2% -5.6% -22.0%
2007 -8.3% 4.1% -9.5% -0.5% -2.1%
2006 23.5% 6.9% -2.5% 6.2% 11.5%
2005 20.6% 0.5% 6.0% 9.7% 3.3%
2004 24.9% 2.6% 3.4% 5.1% 12.1%
2003 12.1% -1.6% 7.5% 3.0% 2.9%
2002 -7.1% 0.3% -3.7% -4.9% 1.1%
2001 14.8% -1.9% 15.4% -7.6% 9.8%
2000 3.3% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date30/06/2000
  • Share Class size04Mn
  • Base currencyAUD
  • ISIN AU60GLO00150

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management2.10%

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