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About the fund

An investment in a diversified fixed interest fund that invests in companies which not only meet strict investment return criteria, but conduct their business and apply capital responsibly.

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.

Why invest?

  • Regular income paid quarterly and stable returns
  • Expected low capital volatility
  • Access to a portfolio of Australian bonds selected with consideration to a range of social, environmental and governance factors  

Fund Features

  • Minimum investment amount: $5,000
  • Minimum investment timeframe: 3 years
  • Fund operating since: November 2014

View our fund performance

Performance
As at -
1 mth % 0.18
3 mth % 0.55
1 yr % pa 1.73
2 yrs pa % 1.73
3 yr % pa 2.54
Since Inception ‡ % pa 2.89

-As at 31 October 2018

‡ Inception date for performance calculations is 21 November 2014.

Ready to Invest?

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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 ($25,000 for wholesale products) 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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