XASG
Actively managedInternational SharesAlphinity Global Sustainable Equity Fund - Active ETF
About this ETF
The fund is managed by Alphinity and seeks to invest in a diversified portfolio of leading sustainable companies,which are aligned with one or more of the United Nations’ Sustainable Development Goals (SDGs),with strong ESG characteristics,and which are also identified as undervalued and within an earnings upgrade cycle.
IssuerAlphinity Investment Management
Management fee (MER)0.75% p.a.
Inception date17 Jan 2023
BenchmarkMSCI World NR AUD
Scout Score
48/100
Ranked #38 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—
Liquidity17
Fund Strength50
Performance—
Income66
Strengths
No standout strengths relative to category peers.
Weaknesses
- Lower liquidity — 0.72% bid/ask spread, wider than 83% of active International Shares peers.
