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About the fund

We are pleased to announce that on 29 November 2021, Altius Bond Fund unitholders voted in favour of the proposal to merge with the Altius Sustainable Bond Fund (Merger). As a result, the implementation of the Merger occurred on 7 December 2021.

This means that effective 7 December 2021, investors no longer hold units in the Altius Bond Fund and instead hold units in the Altius Sustainable Bond Fund.

Immediately following the Merger, the value of an investor’s holding in the Altius Sustainable Bond Fund was exactly the same as their holding in the Fund immediately prior to the Merger.

View our fund performance

Performance
As at 30 Nov 2021
1 mth % 0.67
3 mth % -1.55
6 mth % -1.28
1 yr % pa -2.93
2 yrs % pa -0.74
3 yrs % pa 0.86
5 yrs % pa 1.42

‡ Inception date for performance calculations is 14 June 2011.

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Important Information

Units in this Fund are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No 234454. 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 Product Disclosure Statement and seek professional financial and taxation advice. For more information, please visit australianunity.com.au or call our Investor Services team on 1300 590 488. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.

Historical unit price chart assumptions

This chart reflects an exit value at the date shown and is only intended to provide a snapshot of the movements in those prices. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the stated period and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.

Historical performance chart assumptions

This chart assumes a notional investment of $10,000 and the reinvestments of distributions credited over the period shown. The returns are calculated after fees and expenses, and uses entry to exit prices. It does not allow for any application or exit fees which may apply to an actual client investment. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the period shown and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.


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