Alphinity Concentrated Aus Share B

EQI0001AU

Alphinity Concentrated Aus Share B EQI0001AU Strategy

Alphinity is an active, core Australian equities manager that believes a company’s earnings ultimately will drive its share price over time. Alphinity believe the market is typically inefficient at accurately pricing future consequences of new information that will affect company earnings, therefore clearly identifiable characteristics exist for companies whose earnings ability is likely to be under (or over) estimated by the market, allowing an investor to exploit this inefficiency to create outperformance.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Chart of the week: What's in a name? Balanced funds appear anything but balanced

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
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Morningstar Medalist Ratings: Improving Ratings Efficacy

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
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Listed Investment Companies monthly performance: August 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,416.6057.70-0.68%
CAC 407,541.3663.580.85%
DAX 4019,120.93105.520.55%
Dow JONES (US)42,352.75341.160.81%
FTSE 1008,280.631.89-0.02%
HKSE22,736.87623.362.82%
NASDAQ18,137.85219.371.22%
Nikkei 22538,635.6283.560.22%
NZX 50 Index12,619.9447.280.38%
S&P 5005,751.0751.130.90%
S&P/ASX 2008,150.0055.20-0.67%
SSE Composite Index3,336.50248.978.06%

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