XALG
Actively managedInternational SharesAlphinity Global Equity Fund - Active ETF
About this ETF
The Fund is managed by Alphinity. It seeks to build a portfolio of high-quality global companies, which are identified as undervalued and within an earnings upgrade cycle. Alphinity aims to meet the Fund’s investment objectives in a risk-controlled manner. The investment universe is comprised of stocks listed on global stock exchanges.
IssuerAlphinity Investment Management
Management fee (MER)0.75% p.a.
Inception date17 Jan 2023
BenchmarkMSCI World NR AUD
Scout Score
52/100
Ranked #36 of 64 in active International SharesAn independent score calculated by ETF Scout across 6 real-data factors (cost, diversification, liquidity, fund strength, performance, income), ranked against other actively-managed funds in the same category. Tracking isn't scored, since active funds don't target an index.
Cost59
Diversification—
Liquidity22
Fund Strength60
Performance—
Income66
Strengths
No standout strengths relative to category peers.
Weaknesses
- Lower liquidity — 0.67% bid/ask spread, wider than 78% of active International Shares peers.
