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Responsible Investing

Australian sustainable fund arrives in NZ

New fund distributor Zanoma Investment Partners, which specialises in responsible investing funds, has bought a new fund to the New Zealand market.

Tuesday, May 18th 2021, 3:24PM

The Alphinity Sustainable Share Fund (SSF) invests in Australian listed companies with strong environmental, social and governance (ESG) characteristics that also support social priorities as defined by the UN’s Sustainable Development Goals, without compromising investment returns.

The fund is being marketed in New Zealand by Tony Klein from Zanoma Investment Partners.

"We believe that there is a growing consumer demand and an opportunity to provide the industry with quality onshore and offshore investment capabilities that are fully committed to the area of sustainable investing," Klein says.

Incorporating this capability does not need to mean foregoing investment performance as it has access to quality active fund management expertise. "Alphinity has a depth of experience and an outstanding track record. Its Sustainable Share Fund has consistently outperformed the S&P/ASX 300 index since its inception more than 10 years ago and we are very excited about bringing this capability to New Zealand.”

Alphinity Investment Management is a specialist, active, core equities investment manager. It aims to identify opportunities across market cycles to invest in quality, undervalued companies with underestimated forward earnings expectations. 

The industry is increasingly becoming wary of “greenwashing” and rightly scrutinising funds to ensure they provide a genuine benefit. Alphinity’s internal ESG and Sustainability Manager, in combination with the SSF Compliance Committee, which includes two external highly reputable independent sustainability experts, ensure the fund stays true to its Charter.

There has been no compromise on performance since inception as it uses the same disciplined Alphinity investment philosophy which looks for earnings leadership in a focused sustainable investment universe.
Awards and leadership team - The Alphinity investment team consists of 10 investment professionals with the four founders having applied the same investment process for more than 17 years.

For more information click here.

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AIA 4.55 ▼2.19 2.59 ▲2.99
ANZ 4.44 2.79 3.19 3.59
ANZ Special - 2.19 2.59 2.99
ASB Back My Build 1.79 - - -
ASB Bank 4.45 ▼2.19 2.59 ▲2.99
Basecorp Finance 5.49 - - -
Bluestone 3.49 3.34 2.99 3.34
BNZ - Classic - ▼2.19 2.55 2.99
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 ▼2.79 3.15 3.59
Lender Flt 1yr 2yr 3yr
BNZ - TotalMoney 4.55 - - -
CFML Loans 4.95 - - -
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.95 - - -
Credit Union Baywide 5.65 3.95 3.85 -
Credit Union South 5.65 3.95 3.85 -
First Credit Union Special 5.85 2.95 3.45 -
Heartland Bank - Online 1.95 1.85 2.35 2.45
Heretaunga Building Society 4.99 3.80 3.90 -
HSBC Premier 4.49 2.19 2.45 2.69
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - 2.25 - -
ICBC 3.69 2.25 2.35 2.65
Kainga Ora 4.43 2.67 2.97 3.13
Kainga Ora - First Home Buyer Special - 2.25 - -
Kiwibank 3.40 3.04 3.40 3.84
Kiwibank - Offset 3.40 - - -
Kiwibank Special 3.40 2.19 2.55 2.99
Liberty 5.69 - - -
Nelson Building Society 4.95 3.20 3.24 -
Pepper Essential 4.79 - - -
Lender Flt 1yr 2yr 3yr
Resimac 3.39 2.98 2.79 3.29
SBS Bank 4.54 2.69 2.99 3.29
SBS Bank Special - 2.19 2.49 2.79
Select Home Loans 3.49 3.34 2.99 3.34
The Co-operative Bank - First Home Special - ▼1.99 - -
The Co-operative Bank - Owner Occ 4.40 ▼2.19 2.59 ▲2.99
The Co-operative Bank - Standard 4.40 ▼2.69 3.09 ▲3.49
TSB Bank 5.34 2.99 3.35 ▲3.79
TSB Special 4.54 2.19 2.55 ▲2.99
Wairarapa Building Society 4.99 3.55 3.49 -
Westpac 4.59 ▼2.79 3.19 3.59
Lender Flt 1yr 2yr 3yr
Westpac - Offset 4.59 - - -
Westpac Special - ▼2.19 2.59 2.99
Median 4.55 2.68 2.99 2.99

Last updated: 18 June 2021 9:03am

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