The Federation of European Independent Financial Advisers said the partnership, as with others it has forged in the past, will see it promote the benefits of Alquity’s products to its members.
Alquity bases its investment management on what it describes as a “virtuous circle” of growth. This includes providing decent returns to investors (it targets double-digit annual returns) and ensuring its investments are made on a sustainable basis.
The investment company, which was launched in 2010 is a signatory to the UN Principles for Responsible Investment and says it actively screens on an Environmental, Social and Corporate Governance (ESG) basis.
By using this investment process, Alquity is able to ensure, as far as possible, that it selects stocks with long-term sustainable business practices, which will in turn help to ensure ,and perhaps even increase, the value of the long-term investment in the business itself.
In addition to its ESG screening, Alquity donates a minimum of 25% of its net fee revenue to Opportunity International, its charity partner, at no cost to investors. This donation funds micro-loan initiatives, which creates jobs and supports local economic growth in the regions in which the company invests.
Alquity’s primary product, the Alquity Africa Fund, is a daily-dealing, Luxembourg-registered Ucits IV fund (performance chart below).
The company currently has around $70m in assets under management.
FEIFA chief executive Paul Stanfield said: “This is another excellent affiliation for our members. Many of our advisers are looking for ways to constructively diversify their client’s portfolios.
“Alquity has a proven track record in regions where there is limited expertise within the international financial industry. This is therefore a good fit, we feel.”
