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Life
Changing

Investments

A forward-looking approach to ESG and impact investments

About Alquity

Investing in the world’s high-growth markets

Alquity is an asset management business that connects investors to their investments and social progress in order to deliver better financial outcomes for all.

Our investments target attractive returns across the globe, through portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders.

Alquity funds are therefore responsible by construction, targeting consistent out-performance whilst contributing to long-term growth. This philosophy resonates across the broader business; we encourage fund manager engagement and are happy to share our analysis.

Further, at the corporate level we reinforce that social progress should drive financial success by donating a proportion of our management fees to development projects in the regions in which we invest. In this way, our business aligns the values of investors, employees, holdings and communities.

We believe these shared values are key to achieving enduring financial success.

Targeting attractive returns in high-growth economies

Our funds target attractive returns across the globe. All Alquity funds are daily dealing UCITS V compliant long only equity funds. Our managers seek to add value through identifying the best opportunities in each region.

Discover Alquity’s
Funds

A high-conviction, fundamentally driven investment process

All our funds are managed using a consistent high conviction, fundamentally driven process. This process focuses on long term themes to identify companies with a strong structural growth story that can deliver a meaningful return to shareholders over the next 3-5 years.

Read about Alquity’s Investment Process

Forward-Looking Environmental, Social and Governance analysis

Our investment approach emphasises not only financial analysis, but also material non-financial factors, which incorporates Forward-Looking Environmental, Social and Governance (ESG) analysis to assess management capability and investment values. This results in portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders.

Read about Responsible investment at Alquity

WHY?

We strive for meaningful and demonstrable social progress. Responsible asset allocation may contribute to more socially and environmentally aware corporate behavior, but there are a whole host of additional factors that stand in the way of social progress. Things like poverty traps, lack of education and social exclusion. Transforming Lives is an integral tenet of our business, founded to deliver sustainable economic improvements to the poorest communities where we invest.

HOW?

Encapsulated in our unique business model is the commitment to donate a minimum 10% of our revenues to charitable projects in the regions where we invest via the Alquity Transforming Lives Foundation (Charity No. 1162494). We partner with charities across the globe on projects overcoming discrimination and poverty traps, creating sustainable livelihoods full of opportunity through micro-finance, vocational training and tuition fee loans.

IMPACT

Creating opportunities for individuals and communities enables growth from the bottom up, fueling what we call the Alquity Virtuous Circle. Our donations help to build fairer and more sustainable economies where the companies we invest in can also prosper. This connection also broadens our level of insight through meaningful engagement and provides our clients a connection to both social progress and handsome returns.

Lives transformed to date by Alquity

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Alquity Funds

Global Impact

Global Impact Fund

Investing for a Sustainable More Equitable Society

The Alquity Global Equities Impact Fund aims to deliver sustainable long-term returns by prioritising companies committed to producing quality products and services that have a positive societal and environmental impact and contribute towards the UN Sustainable Development Goals (UNSDGs)

The Fund invests in companies with strong ESG credentials that position themselves for longterm financial returns by balancing the interests of all stakeholders. The Fund targets superior risk-adjusted returns; outperforming relevant global stock indices whilst delivering a positive impact in areas such as carbon intensity, gender equality, human rights and responsible consumption.

Donations generated by the fund revenues will be employed to promoting social mobility and opportunity creation in line with Alquity’s mission to build a fairer, more sustainable world

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Future World

Future World Fund

Opportunities in High Growth Economies


The Alquity Future World Fund is unconstrained, high conviction and diversified, focusing on the next story of domestic development, resulting in a differentiated portfolio characterised by long term themes and quality management.

Investing in the Alquity Future World Fund allows you to take advantage of the long-term drivers of sustainable growth in both emerging and frontier markets across Asia, Latin America and Africa.

Unique in character but consistent in approach, each of our funds exemplifies Alquity’s investment principles. Our multi-faceted analysis, combining macro and micro factors and long-term themes, alongside key engagement with our firms, establishes high conviction portfolios with a responsibly competitive edge.

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Asia

Asia Fund

New Asia Opportunity


Alquity’s Asia Fund invites investors to explore the real emerging Asia, as we convert the continent’s structural growth into revenue growth.

Macro and micro long-term themes form our Asia Fund’s focus, primarily current trends of urbanisation and demographics. This equates to a portfolio composed of companies benefitting from these trends, with high active share and low correlation and volatility compared to benchmarked peers. Also included in the Fund is access to the exciting frontier markets of ‘New Asia’ such as Vietnam, Thailand and Bangladesh, further diversifying and adding to this attractive portfolio.

Unique in character but consistent in approach, each of our funds exemplifies Alquity’s investment principles. Our multi-faceted analysis, combining macro and micro factors and long-term themes, alongside key engagement with our firms, establishes high conviction portfolios with a responsibly competitive edge.

Learn More

Indian Subcontinent

Indian Subcontinent Fund

Unleashing New India

The Alquity Indian Subcontinent Fund gives investors the opportunity to tap into the world’s most exciting growth story. Boasting the best demographics in the world and the Prime Minister Modi-led economic reform agenda, India has a bright future.

With over 20 years’ experience of investing in India, the team provides a differentiated and highly successful investment approach. Giving focus to long term domestic growth drivers results in an unconstrained portfolio dominated by companies benefiting from the trends of urbanisation and demographics across the Indian Subcontinent.

Unique in character but consistent in approach, each of our funds exemplifies Alquity’s investment principles. Our multi-faceted analysis, combining macro and micro factors and long-term themes, alongside key engagement with our firms, establishes high conviction portfolios with a responsibly competitive edge.

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(End of day prices) Source: EFA

Those NAV prices displayed with duplicated ISINs, in currencies other than the base currency of USD, are reflected only on an unofficial and indicative basis. The aforementioned NAVs are for guidance only and we can give no assurances of its accuracy. The official NAV for those ISINs is in USD.

(End of day prices) Source: EFA

Those NAV prices displayed with duplicated ISINs, in currencies other than the base currency of USD, are reflected only on an unofficial and indicative basis. The aforementioned NAVs are for guidance only and we can give no assurances of its accuracy. The official NAV for those ISINs is in USD.

(End of day prices) Source: EFA

Those NAV prices displayed with duplicated ISINs, in currencies other than the base currency of USD, are reflected only on an unofficial and indicative basis. The aforementioned NAVs are for guidance only and we can give no assurances of its accuracy. The official NAV for those ISINs is in USD.

(End of day prices) Source: EFA

Those NAV prices displayed with duplicated ISINs, in currencies other than the base currency of USD, are reflected only on an unofficial and indicative basis. The aforementioned NAVs are for guidance only and we can give no assurances of its accuracy. The official NAV for those ISINs is in USD.

Alquity Insights

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Literature

Here you will find all of Alquity’s fund literature, including our Prospectus, Factsheets, PRIIPs and KIIDs. If you cannot find what you are looking for please use the contact form below and we’ll send the documents over to you right away.

General

Asia

Indian Subcontinent

Global Impact

Future World

India - ISR Label Certificate

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Indian SC KIID - USD A

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Indian SC KIID - USD B

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Indian SC KIID - USD M

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Indian SC KIID - EUR M

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Indian SC KIID - USD R

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Indian SC KIID - GBP R

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Indian SC KIID - USD Y

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Indian SC KIID - GBP Y

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Indian SC KIID - EUR Y

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Indian SC KIID - GBP I

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Indian SC - PRIIP - USD A (EN)

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Indian SC - PRIIP - USD B (EN)

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Indian SC - PRIIP - USD M (EN)

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Indian SC - PRIIP - USD R (EN)

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Indian SC - PRIIP - GBP R (EN)

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Indian SC - PRIIP - EUR M (EN)

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Indian SC - PRIIP - USD A (FR)

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Indian SC - PRIIP - USD A (NL)

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Indian SC - PRIIP - USD A (SV)

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Indian SC - PRIIP - EUR M (FR)

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Indian SC - PRIIP - EUR M (NL)

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Indian SC - PRIIP - EUR M (SV)

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Indian SC - PRIIP - USD W (EN)

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Indian SC - PRIIP - USD W (FR)

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Indian SC PRIIP - USD A (EN)

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Indian SC PRIIP - USD B (EN)

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Indian SC PRIIP - USD M (EN)

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Indian SC PRIIP- EUR M (EN)

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Indian SC PRIIP - USD R (EN)

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Indian SC PRIIP - GBP R (EN)

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Indian SC PRIIP - USD A (FR)

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Indian SC PRIIP - EUR M (FR)

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Indian SC PRIIP - USD A (NL)

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Indian SC PRIIP- EUR M (NL)

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Indian SC PRIIP - USD A (SV)

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Indian SC PRIIP - EUR M (SV)

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Indian SC PRIIP - GBP I (EN)

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Indian SC PRIIP - GBP Y (EN)

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Indian SC PRIIP - USD Y (EN)

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Indian SC PRIIP - EUR Y (EN)

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Indian SC PRIIP - GBP Y (FR)

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Indian SC PRIIP - USD Y (FR)

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Indian SC PRIIP - EUR Y (FR)

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Indian SC PRIIP - GBP Y (NL)

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Indian SC PRIIP - USD Y (NL)

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Indian SC PRIIP - EUR Y (NL)

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Indian SC PRIIP - GBP Y (SV)

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Indian SC PRIIP - USD Y (SV)

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Indian SC PRIIP - EUR Y (SV)

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Indian SC Factsheet - USD A

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Indian SC Factsheet - USD B

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Indian SC Factsheet - USD M

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Indian SC Factsheet - EUR M

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Indian SC Factsheet - USD R

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Indian SC - Factsheet - USD A

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Indian SC - Factsheet - USD B

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Indian SC - Factsheet - GBP B

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Indian SC - Factsheet - EUR B

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Indian SC - Factsheet - USD M

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Indian SC - Factsheet - USD R

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Indian SC - Factsheet - GBP R

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Indian SC - Factsheet - GBP A

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Indian SC - Factsheet - EUR A

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Indian SC - Factsheet - EUR M

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Indian SC Factsheet - USD Y

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Indian SC Factsheet - GBP Y

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Indian SC Factsheet - EUR Y

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Indian SC Factsheet - GBP I

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Indian SC Factsheet - GBP R

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Indian SC Factsheet - USD W

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Indian SC Factsheet - GBP M

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Asia - ISR Label Certificate

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Asia KIID - GBP I

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Asia KIID - GBP Y

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Asia KIID - USD Y

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Asia KIID - EUR Y

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Asia KIID - USD A

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Asia KIID - USD B

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Asia KIID - EUR M

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Asia KIID - USD M

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Asia KIID - USD R

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Asia KIID - GBP R

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Asia PRIIP - USD A (EN)

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Asia PRIIP - USD B (EN)

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Asia PRIIP - GBP R (EN)

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Asia PRIIP - USD M (EN)

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Asia PRIIP - USD R (EN)

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Asia PRIIP - USD A (FR)

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Asia PRIIP - USD A (NL)

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Asia PRIIP - USD A (SV)

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Asia PRIIP - GBP I (EN)

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Asia PRIIP - USD Y (EN)

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Asia PRIIP - GBP Y (EN)

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Asia PRIIP - EUR Y (EN)

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Asia PRIIP - USD Y (FR)

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Asia PRIIP - GBP Y (FR)

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Asia PRIIP - EUR Y (FR)

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Asia PRIIP - USD Y (NL)

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Asia PRIIP - GBP Y (NL)

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Asia PRIIP - EUR Y (NL)

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Asia PRIIP - USD Y (SV)

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Asia PRIIP - GBP Y (SV)

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Asia PRIIP - EUR Y (SV)

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Asia Factsheet - USD A

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Asia Factsheet - USD B

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Asia Factsheet - USD M

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Asia Factsheet - USD R

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Asia Factsheet - USD Y

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Asia Factsheet - EUR Y

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Asia Factsheet - GBP Y

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Asia Factsheet - GBP I

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Asia Factsheet - EUR M

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Asia Factsheet - GBP R

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Asia Factsheet - GBP B

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Asia Factsheet - EUR B

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Asia Factsheet - GBP A

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Asia Factsheet - EUR A

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Asia Factsheet - GBP M

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Future World - ISR Label Certificate

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Future World KIID - USD A

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Future World KIID - USD B

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Future World KIID - USD M

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Future World KIID - EUR M

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Future World KIID - USD R

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Future World KIID - GBP R

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Future World KIID - EUR R

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Future World PRIIP - USD A (EN)

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Future World PRIIP - USD B (EN)

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Future World PRIIP - USD M (EN)

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Future World PRIIP - EUR M (EN)

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Future World PRIIP - USD R (EN)

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Future World PRIIP - GBP R (EN)

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Future World PRIIP - EUR R (EN)

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Future World PRIIP - GBP I (EN)

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Future World PRIIP - GBP S (EN)

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Future World PRIIP - GBP Y (EN)

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Future World PRIIP - USD Y (EN)

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Future World PRIIP - EUR Y (EN)

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Future World PRIIP - GBP Y (FR)

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Future World PRIIP - USD Y (FR)

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Future World PRIIP - EUR Y (FR)

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Future World PRIIP - GBP Y (NL)

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Future World PRIIP - USD Y (NL)

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Future World PRIIP - EUR Y (NL)

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Future World PRIIP - GBP Y (SV)

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Future World PRIIP - USD Y (SV)

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Future World PRIIP - EUR Y (SV)

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Future World KIID - GBP I

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Future World KIID - GBP S

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Future World KIID - GBP Y

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Future World KIID - USD Y

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Future World KIID - EUR Y

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Future World Factsheet - USD A

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Future World Factsheet - USD B

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Future World Factsheet - USD M

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Future World Factsheet - EUR M

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Future World Factsheet - EUR R

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Future World Factsheet - USD R

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Future World Factsheet - GBP R

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Future World Factsheet - USD Y

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Future World Factsheet - EUR Y

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Future World Factsheet - GBP Y

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Future World Factsheet - GBP I

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Future World Factsheet - GBP S

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Future World Factsheet - GBP A

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Future World Factsheet - EUR A

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Future World Factsheet - EUR B

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Future World Factsheet - GBP B

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Future World Factsheet - GBP M

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Global Impact - ISR Label Certificate

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Global Impact KIID - USD A

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Global Impact KIID - USD B

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Global Impact KIID - USD M

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Global Impact KIID - GBP R

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Global Impact KIID - GBP I

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Global Impact KIID - GBP S

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Global Impact KIID - GBP Y

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Global Impact KIID - USD Y

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Global Impact KIID - EUR Y

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Global Impact KIID - USD I

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Global Impact KIID - USD R

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Global Impact PRIIP - USD A (EN)

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Global Impact PRIIP - USD B (EN)

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Global Impact PRIIP - USD M (EN)

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Global Impact PRIIP - GBP R (EN)

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Global Impact PRIIP - USD A (FR)

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Global Impact PRIIP - USD A (NL)

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Global Impact PRIIP - USD A (SV)

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Global Impact PRIIP - EUR M (EN)

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Global Impact PRIIP - EUR R (EN)

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Global Impact PRIIP - USD R (EN)

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Global Impact PRIIP - GBP I (EN)

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Global Impact PRIIP - GBP S (EN)

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Global Impact PRIIP - GBP Y (EN)

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Global Impact PRIIP - EUR Y (EN)

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Global Impact PRIIP - USD Y (EN)

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Global Impact PRIIP - GBP Y (FR)

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Global Impact PRIIP - EUR Y (FR)

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Global Impact PRIIP - USD Y (FR)

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Global Impact PRIIP - GBP Y (NL)

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Global Impact PRIIP - EUR Y (NL)

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Global Impact PRIIP - USD Y (NL)

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Global Impact PRIIP - GBP Y (SV)

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Global Impact PRIIP - EUR Y (SV)

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Global Impact PRIIP - USD Y (SV)

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Global Impact PRIIP - USD I

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Global Impact PRIIP - USD I (EN)

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Global Impact PRIIP - USD R (EN)

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Global Impact Factsheet - USD A

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Global Impact Factsheet - USD B

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Global Impact Factsheet - USD M

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Global Impact Factsheet - GBP R

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Global Impact Factsheet - USD Y

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Global Impact Factsheet - EUR Y

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Global Impact Factsheet - GBP Y

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Global Impact Factsheet - GBP I

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Global Impact Factsheet - GBP S

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Global Impact Factsheet - USD I

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Prospectus

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The Alquity Investment Process

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Transforming Lives at Alquity

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Account Opening Form

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Alquity SICAV Annual Report

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Alquity Impact Report - 2023

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UK Reporting Fund Status to Investors

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Alquity Climate Declaration

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Alquity Principles of Governance

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SFDR Disclosures

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Proxy Voting - Global Impact Fund

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Alquity Transparency Code

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Alquity SICAV Operations and Finance DDQ

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Alquity - UN PRI Assessment Report 2021

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Alquity Targets - Net Zero Asset Managers Initiative

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Label ISR - Audit Report (July 2023)

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Alquity - PAI Statement

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Alquity - Value Assessment (2023)

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SFDR - Periodic Disclosures (2023)

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Alquity SICAV Semiannual Report

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If you can’t find what you’re
looking for or need more information
please contact us today:

+44 (0) 207 557 7850 Or email us using the form on the right

    Alquity Team

    get in touch

    Audrey House,
    16-20 Ely Place,
    London,
    EC1N 6SN
    Tel +44 (0) 207 557 7850

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