Altius Sustainable Short Term Income Fund
Altius Sustainable Short Term Income Fund
About the fund
The Altius Sustainable Short-Term Income Fund is a floating-rate credit fund focused predominately on investment-grade issuers.
The Fund invests in a combination of short-term money market instruments, medium and longer-term floating rate notes and fixed rate securities. These may include direct or indirect holdings of Government, bank, corporate, asset backed and other securities. The Fund aims to maintain capital stability through limited exposure to interest rate movements and credit management.
Overview
The Fund aims to outperform the Bloomberg Ausbond Bank Bill 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.
The Fund invests in a combination of short-term money market instruments, medium and longer-term floating rate notes and fixed rate securities. These may include direct or indirect holdings of government, bank, corporate, asset backed and other securities.
The Fund aims to maintain capital stability through limited exposure to interest rate movements and credit management.
The investment manager may also use derivatives for portfolio positioning and for managing market risk.
Fund facts
| Overview | |
|---|---|
|
$288 mil
|
$290 mil
|
|
Fixed income
|
Bloomberg AusBond BankBill Index
|
|
15/05/2017
|
2 years
|
|
Low
|
AUS0079AU
|
| Fees and costs | |
|---|---|
|
$100,000
|
0.20% p.a.
|
|
0.00%
|
0.05% / 0.05%
|
| Distribution | |
|---|---|
|
Monthly
|
Monthly
|
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 | |
|---|---|
|
$2 mil
|
$290 mil
|
|
Fixed income
|
Bloomberg AusBond BankBill Index
|
|
30/06/2021
|
2 years
|
|
Low
|
AUS1392AU
|
| Fees and costs | |
|---|---|
|
$5,000
|
0.30% p.a.
|
|
0.00%
|
0.05% / 0.05%
|
| Distribution | |
|---|---|
|
Monthly
|
Monthly
|
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