Altius Green Bond Fund
Altius Green Bond Fund
About the fund
The Altius Green Bond Fund is an investment in green, sustainable and social bonds with a primary aim of targeting labelled green bonds and other investments that will contribute to lower carbon emissions and support the transition to a low carbon economy.
We take a diversified approach to cash and fixed-income funds management, combining both credit and duration strategies, and seek to deliver competitive returns for investors throughout all market conditions.
Our team’s breadth of experience in fixed interest markets enables us to manage market risk, while staying focused on responsible investing to shape a positive future.
Overview
Our investment objective is to achieve returns in excess of the Bloomberg AusBond1 Composite 0+ Yr Index after fees over the medium term1.
1 Bloomberg Finance LP and its affiliates (collectively ‘Bloomberg’) do not approve or endorse this material and disclaim all liability for any loss or damage of any kind arising out of the use of all or any part of this material.
Informed by environmental, social and governance (ESG) issues, the Fund invests in a range of green, sustainable, and social bonds with issuers that conduct their business and apply capital responsibly.
The Fund invests in a broad range of fixed interest securities, along with cash and similar investments. These may include direct or indirect international and domestic holdings of government, corporate and asset backed securities issued in Australian dollars or appropriately hedged.
The investment manager may also use derivatives for portfolio positioning and for managing market risk.
The Fund has the ability to borrow funds for day-to-day operational activities but does not use gearing in implementing portfolio positions.
The Fund may gain exposure to specific assets by investing through other investment vehicles, including those managed by a related entity.
Fund facts
| Overview | |
|---|---|
|
$161 mil
|
$161.14 mil
|
|
Fixed income
|
Bloomberg AusBond Composite 0+Yr Index
|
|
01/07/2020
|
3 years
|
|
Low to medium
|
AUS0084AU
|
| Fees and costs | |
|---|---|
|
$100,000
|
0.30% p.a.
|
|
0.03%
|
0.05% / 0.05%
|
| Distribution | |
|---|---|
|
Quarterly
|
March, June, September and December
|
A full explanation of all the Fund features including fees and costs that you may be charged for investing in the Fund is provided in the Fund’s Product Disclosure Statement and the fee information page. For further information about the Fund and how we assess investments using our Ethical Criteria, please read the Additional Information Document and the Ethical Guide.
1. The current benchmark may not have been the benchmark over all periods shown.
| Overview | |
|---|---|
|
$0.14 mil
|
$161.14 mil
|
|
Fixed income
|
Bloomberg AusBond Composite 0+Yr Index
|
|
03/06/2021
|
3 years
|
|
Low to medium
|
AUS9041AU
|
| Fees and costs | |
|---|---|
|
$5,000
|
0.40% p.a.
|
|
0.04%
|
0.05% / 0.05%
|
| Distribution | |
|---|---|
|
Quarterly
|
March, June, September and December
|
A full explanation of all the Fund features including fees and costs that you may be charged for investing in the Fund is provided in the Fund’s Product Disclosure Statement and the fee information page. For further information about the Fund and how we assess investments using our Ethical Criteria, please read the Additional Information Document and the Ethical Guide.
1. The current benchmark may not have been the benchmark over all periods shown.
Portfolio
Resources
Ways to invest
Directly with Australian Ethical
Complete our online or paper application form. You may be asked for your IDs for verification purposes.
Through a platform
You could also invest through a range of platforms, which are typically used by advisers. If you don’t have an adviser but would like to find one, visit the Responsible Investment Association Australasia or the Financial Planning Association.
See available platforms