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Altius Sustainable Bond Fund

A fixed interest bond fund with a focus on sustainability

Growing demand

Become an ethical investor or broaden your ethical portfolio.

Sustainable

A three-stage sustainability overlay prioritises responsible investments.

Flexible

Active investment management allows a positive response to risk and market movements.

Top-down

An independent Investment Committee oversees investments.

Fixed interest for all cycles

A model that remains flexible and adapts to all market conditions.

About the Altius Sustainable Bond Fund

The Altius Sustainable Bond Fund is a fixed interest fund that makes both moral and financial sense as it invests in companies that not only meet our Environmental, Social and Governance (ESG) investment criteria, but also conduct their business responsibly and sustainably.

Companies may be excluded from the investment selection if they are materially involved in certain practices, such as causing or perpetuating injustice and suffering, infringing human rights and supporting oppressive regimes. This also means avoiding issuers whose primary business activities involve armaments, gambling, tobacco production, thermal coal, uranium, alcohol production and pornography.

The fund is designed to align with investors’ specific personal and social values without compromising on returns over the long-term.

Investment strategy

An ethical overlay is applied to the corporate bond market to ensure the fund only invests in companies that fall within the categories outlined by the fund’s sustainability screen.

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A three-stage sustainability overlay prioritises responsible investments

1 Negative Screen

Armaments

Gambling

Tobacco production

Thermal coal

Uranium

Alcohol production

Pornography

2 Positive sustainability ranking

  Environmental effects
  Social consequences
  Quality of governance

 

 

3 Sustainability Committee

Considers engagement and/or divestment where ranking does not trigger exclusion (generally due to materiality) but breach of the sustainability principle(s) is considered to be of a flagrant nature.

Fund Features

Minimum investment amount: $5,000

Suggested investment timeframe: 3 years

Regular income paid quarterly

Expected low capital volatility

Fund operating since: 2014

View our fund performance

Performance
As at -
1 mth % -0.13
3 mth % 0.03
1 yr % pa 3.59
2 yrs pa % 2.65
3 yr % pa 2.34
Since Inception ‡ % pa 3.03

-As at 31 October 2019

‡ Inception date for performance calculations is 21 November 2014.

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Important Information


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.


Still got a question about the Fund?

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Call 1300 700 189