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.
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.
This product is likely to be appropriate for a consumer seeking capital preservation to be used as a core or satellite component within a portfolio where the consumer has a medium or long investment timeframe, low risk/return profile and needs daily access to capital.