Altius Sustainable Bond Fund
Altius Sustainable Bond Fund
About the fund
The Altius Sustainable Bond Fund is a fixed interest fund investing in companies that operate responsibly and sustainably. The fund is designed to align with investors’ personal and social values without compromising on returns over the long-term. An ethical overlay is used to ensure corporate issuers involved in certain activities are not considered for inclusion in the Fund’s investment universe.
This Fund offers daily withdrawals (subject to liquidity as more fully described in the Product Disclosure Statement) with exposure to a diversified portfolio of securities including qualifying green fixed interest securities.
Overview
Our investment objective is to outperform the benchmark (50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0+Yr Index*) after fees over rolling three year periods.
The Fund’s investment objective may vary from time to time. Investors will be advised in writing of a change to the investment objective.
* Bloomberg Finance L.P. 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 the use of all or any part of this material. of the Fund.
Altius Sustainable Bond Fund is a diversified Australian fixed interest fund designed to align with specific personal and social values, without compromising on long-term returns.
We employ an active and diversified strategy that aims to capture the upside of the bond market, while avoiding returns less than cash in a rising rate or deteriorating credit environment. High conviction and high-quality trades are used to exploit the mispricing of bonds at all stages of the economic cycle. An ethical overlay is used to ensure corporate issuers involved in certain activities identified by the Fund’s Sustainability Criteria are not considered for inclusion in the Fund investment universe.
We seek to optimise returns for investors in all market conditions by taking a diversified approach to fixed interest funds management, combining both credit and duration strategies to take advantage of the mispricing of bonds at all stages of the economic cycle.
We have tight controls around risk outcomes, with a philosophy that credit and rates duration must earn their way into the portfolio.
Fund facts
| Overview | |
|---|---|
|
$165 mil
|
$165 mil
|
|
Fixed income
|
50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0+Yr Index
|
|
01/10/2014
|
3 years
|
|
Medium
|
AUS0071AU
|
| Fees and costs | |
|---|---|
|
$100,000
|
0.37% p.a.
|
|
0.05%
|
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