Altius named KangaNews’ Australian Sustainability Fund Manager of the Year 2022
This is the second year in a row the specialist boutique has won the award for its contribution to driving strong environmental and social outcomes through its investment strategy.
Mr Bill Bovingdon, Chief Investment Officer Altius Asset Management, said the award cements Altius as a recognised leader in responsible investment and recognises its approach to generate positive, measurable social and environmental impact alongside financial return.
“Proactively managing and reporting on the risks associated with ESG issues is essential for proper stewardship and leads to better risk-reward outcomes for our investors,” said Mr Bovingdon.
“The award follows the release of our first inaugural bond portfolio impact report, which measures Altius’ environmental and social performance across its sustainable cash and fixed-interest funds.
“Altius is pleased to continue to shine a light on how the integration of responsible investment principles across the portfolio construction process can help investors deliver positive real-world outcomes with their capital.”
Since its inception in 2007, the KangaNews Awards have been based purely on the votes of market participants. Award winners are nominated through intensive polling of those involved in the Australian and New Zealand debt markets.
The KangaNews’ award adds to Altius’ other accolades, including being named a Responsible Investment Leader by the Responsible Investment Association Australasia in September this year and taking home Lonsec’s Innovation Award for the Altius Sustainable Bond Fund in 2016.
Read Altius’s Our Impact Report.
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About Altius Asset Management
Altius’s specialist cash and fixed interest team is responsible for $1.9 billion in funds under management including responsible investment capabilities in Australian and New Zealand cash and fixed interest.
About Australian Unity
Established in 1840, Australian Unity is a member-owned wellbeing company with 260,000 members and more than 700,000 customers. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and community wellbeing. www.australianunity.com.au
About the Altius Sustainable Bond Fund
The Altius Sustainable Bond Fund offers daily liquidity and exposure to Australian denominated bonds and other debt instruments that seeks to deliver consistent income coupled with low capital volatility. Fund investments are informed by a comprehensive Environmental, Social and Governance (ESG) risk assessment framework.
About the Altius Green Bond Fund
The Altius Green Bond Fund invests in a range of green, sustainable and social bonds from providers that conduct their business and apply capital responsibly, giving consideration to a range of ESG issues with the primary purpose of helping to lower carbon emissions.
About the Altius Sustainable Short-Term Income Fund
The Altius Sustainable Short-Term Income Fund offers daily liquidity and exposure to short-term money market and medium-term floating instruments that may improve returns and diversification. The fund also considers environmental, social and governance issues when selecting investments.
Important information
Units in the Altius Sustainable Bond Fund, Altius Green Bond Fund and the Altius Sustainable Short Term Income Fund (the Funds) are issued by the responsible entity, Australian Unity Funds Management Limited ABN 60 071 497 115; AFS Licence No. 234454 (AUFM). The above information is general information only and is not based on, nor does it consider, the objectives, financial situation, or needs of any particular investor. In deciding whether to acquire, continue to hold or dispose of these Funds, an investor or persons should obtain a copy of the relevant Fund’s Product Disclosure Statement (PDS) and target market determination (TMD) and consider whether these products are appropriate based on their own independent review and should seek professional advice as deemed appropriate, considering the nature and extent of any investment, economic, legal, regulatory, tax, and/or accounting risks, and the consequences of an investment in the relevant financial product. A copy of the Funds’ PDSs and TMDs are available at www.australianunity.com.au/wealth. No units in the Funds are offered to any person outside Australia unless AUFM is satisfied that it would be lawful to make such an offer.