Altius cash & fixed interest funds
Specialists in sustainable cash and fixed interest
About Altius
Altius Asset Management are specialists in sustainable cash and fixed interest.
Acquired by Australian Ethical in September 2024, Altius actively manage diverse portfolios of Australian and New Zealand cash and fixed interest securities, aiming to provide clients with stable income and low capital volatility.
Altius applies a comprehensive environmental, social and governance (ESG) framework to assess debt issuers and build sustainable investment portfolios for investors.
Why invest in cash & fixed interest
Cash and fixed interest funds can play an important role in any portfolio and aim to deliver stable returns with lower volatility.
Stable income
Income returns are stable and paid at regular intervals, normally monthly or quarterly.
Defensive assets
In times of volatility and irrational markets, having a defensive allocation to cash and fixed interest investments can help protect against capital losses.
Diversification
Adding a cash and fixed interest fund to your portfolio can help to protect against market volatility and share market instability.
Altius funds
Meet the team
The Altius investment team has an average of over 30 years of financial markets experience, holding senior investment roles with global and domestic investment managers, banks, insurance companies and treasury corporations.
Their combined experience delivers a heightened understanding and appreciation of best practice investment strategies in the cash and fixed interest market. Together, we deliver quality and transparent client service, and develop strong relationships with clients, consultants, and distributors.
Award-winning funds
Responsible Investment Association Australasia
Responsible Investment Leader 2023
Hedge Funds Rock and the Alternative Investment Awards
Nominated for Best Alternative Fixed Income and Credit Fund 2023
KangaNews
Australian Sustainability Fund Manager of the Year 2022
Get in touch
Contact a member of our Adviser Relationship Team if you would like to learn more about Altius’s range of sustainable cash and fixed interest funds.
Units in the Altius Sustainable Short Term Income Fund (ARSN 606 111 166) (ASSTIF) and Australian Unity Wholesale Cash Fund (ARSN 111 933 361) (AUWCF) are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949) (Australian Ethical) in its capacity as the Responsible Entity of the ASSTIF and AUWCF. The ASSTIF and AUWCF Product Disclosure Statements are available at altiusam.com or by calling our Adviser Services team on 1800 649 033.
Units in the Altius Sustainable Bond Fund (ARSN 601 618 179) (ASBF) and Altius Green Bond Fund (ARSN 648 842 371) (AGBF) are issued by Australian Unity Funds Management Limited (AUFM) (ABN 60 071 497 115, AFS Licence No. 234454), as Responsible Entity. AUFM has appointed Australian Ethical as the investment manager and distributor of the ASBF and AGBF. The ASBF and AGBF Product Disclosure Statements are available at australianunity.com.au/wealth or by calling our Adviser Services team on 1800 649 033.
Australian Ethical and Australian Unity Group Services Pty Ltd (Australian Unity) have entered into a Transition Services Agreement for Australian Unity to provide services to Australian Ethical to support Altius investors and advisers.
Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the current Product Disclosure Statement, Additional Information Document and Target Market Determination available and seek professional financial and taxation advice.
This information is intended for recipients in Australia only.