Global Impact
Investing for a More Sustainable, 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.
Future World
A Differentiated, Multi-cap and Domestic Approach to Investing in High-Growth Economies
The Alquity Future World Fund focuses predominantly on domestic structural growth themes across Emerging and Frontier Markets (such as increasing urbanization and changing demographics, the shift from an informal to formal economy and the innovative technology driving the transformation to an online world) by picking approximately 75 attractively valued businesses – regardless of size – after extensive fundamental research.
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, Eastern Europe, Middle East and Africa, with the Fund diversified across 20+ geographies.
By integrating ESG in our investment process, leveraging proprietary ESG research, we mitigate risks such as those derived from poor governance. We support sustainable economic growth across Emerging Markets by only selecting responsibly run companies with high-quality management teams aligned with us as minority shareholders. Moreover, portfolio construction is agile and supported by a strong risk framework, that enables the fund to successfully navigate through economic cycles and periods of market volatility.
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.
Asia
New Asia Opportunity
Alquity’s Asia Fund invites investors to explore the real emerging Asia, as we capture the region’s structural growth in our portfolio.
We predominantly focus on the current trends of urbanisation, AI and demographics. This equates to a portfolio composed of companies benefitting with high active share and low correlation and volatility compared to benchmarked peers. The Alquity Asia Fund has a predominant focus on domestic growth opportunities (including smaller markets such as the Philippines, Indonesia and Vietnam, and numerous out-of-index opportunities) as well as wide-moat global leaders (e.g. semiconductor firms).
By integrating ESG in our investment process, leveraging proprietary ESG research, we mitigate risks such as those derived from poor governance. We support sustainable economic growth across Asia ex Japan by only selecting responsibly run companies with high-quality management teams aligned with us as minority shareholders. Moreover, portfolio construction is agile and supported by a strong risk framework, that enables the fund to successfully navigate through economic cycles and periods of market volatility.
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.
Indian Subcontinent
Unleashing New India
The Alquity Indian Subcontinent Fund gives investors the opportunity to tap into the world’s most exciting growth story. Boasting some of the best demographics in the World, India’s opportunity has been unleashed by Prime Minister Modi’s economic reforms.
With over 25 years of experience investing in India, the team offers a differentiated and highly successful investment approach. By focusing on long-term domestic growth drivers, the portfolio is shaped around companies that benefit from structural trends – such as the shift from the informal to the formal economy, the rise of the middle class and digitalisation. The approach combines careful selection of quality businesses with a multi-cap investment framework.
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.
