Alphinity Sustainable Share Fund

Product Name

Alphinity Sustainable Share Fund


Alphinity Investment Management




Fund or Trust


Retail, Wholesale

Certified Since


Asset Classes

Australian only equities


New Zealand, Australia

Investment Approaches

Positive Screening, Negative Screening

It Includes:

  • Riaa icons 14 Education
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 10 Renewable energy and energy efficiency
  • Riaa icons 15 Social and sustainable infrastructure
  • Tree green background Sustainable land and agricultural management
  • Riaa icons 13 Sustainable transport
  • Riaa icons 31 Sustainable water
  • Investment2 More sustainable companies

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 56 Animal cruelty
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 34 Logging
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography

It fully excludes:

  • Riaa icons 36 Armaments
  • Riaa icons 35 Tobacco


The Alphinity Sustainable Share Fund provides a diversified portfolio of Australian stocks listed on the ASX that have strong Environment, Social and Governance (ESG) characteristics and, where possible, contribute towards the advancement of at least one of the UN Sustainable Development Goals (SDG).


Society faces significant challenges to achieve sustainable development. Alphinity aims, through this Fund, to play a role in helping to address these challenges. Alphinity is committed to supporting companies we consider contribute to long-term sustainability and avoiding those that do not. Alphinity believes engagement can encourage companies to improve practices and contribute to sustainable development. Alphinity seeks companies that, along with offering attractive financial returns, have strong ESG practices and have the capacity to contribute towards the advancement of the UN Sustainable Development Goals agenda, as that agenda evolves. 
Alphinity avoids companies that are involved in activities we consider harmful to society and/or display poor practices in their management of ESG issues. The Fund has a public Charter which sets out core beliefs  and a negative screen eliminates companies that generate more than 10% of revenues (cumulative) from activities considered incompatible with the Charter, including:
  • Fossil fuels and uranium
  • Gold mining
  • Animal mistreatment
  • Addictions such as gambling, alcohol and tobacco
  • Armaments manufacturers
  • Old growth forest logging and users of non-RSPO palm oil
  • Predatory lending and hostile debt collection
  • Pornography
We have zero tolerance for companies producing tobacco products and controversial weapons.

An important feature of the Fund is the Sustainable Share Fund Compliance Committee. The Compliance Committee consists of two highly-qualified independent sustainability experts and the two co-Portfolio Managers of the Fund. The Committee has a number of roles including ensuring the Fund complies with the Charter, helping to identify areas of company engagement and reviewing the external service providers who provide ESG data.
Once the universe has been defined using the above steps, the Fund applies Alphinity's investment philosophy and process that seeks quality, undervalued companies in or about to enter an earnings upgrade cycle, using its process combining Fundamental and Quantitative research.
The result is a balanced portfolio of 35-55 companies with attractive investment fundamentals and prospects. Alphinity does not identify with any particular investment style as our approach has proven successful through a number of different market cycles, although the Alphinity process may have a slight bias towards growth.

Other products certified by the Responsible Investment Association Australasia (RIAA)

Global Sustainable Equity Fund

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