Green Bond Fund
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An investment in experience, stability and the future
Sustainable
Investing in a combination of green, social and sustainable fixed interest securities
Top-down
Independent Sustainable Advisory Committee that oversees the investment universe
Experience
Managed by the Altius team, with an average of 30+ years of fixed income, cash and portfolio management experience
Diversified
The portfolio will hold a range of government and credit securities providing both impact and the potential to generate regular income quarterly
Active management
Active investment management allows a positive response to risk and market movements
About the Fund
The Green Bond Fund invests in green, sustainable and social bonds with a primary aim of targeting investments that will contribute to lower carbon emissions. It is aligned with Australian Unity’s values to create positive impact.
Altius, our in-house Cash and Fixed Interest team, are the investment managers of the Green Bond Fund. Altius takes a diversified approach to cash and fixed interest funds management, combining both credit and duration strategies, and seeks to optimise returns for investors throughout all market conditions. Altius team’s depth and breadth of experience in fixed interest markets enables it to manage market risk and is focused on responsible investing to shape a positive future.
Investment objective
To achieve pre-fee returns in excess of the Bloomberg AusBond Composite 0+Yr Index plus 0.30 to 0.50% p.a. over rolling three-year periods.
Investment approach
- The 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 Environmental Social & Governance (ESG) issues.
- The Fund invests in a broad range of fixed interest securities along with cash and similar investments. These may include direct or indirect international and domestic holdings of government, corporate and asset backed securities issued in Australian dollars or appropriately hedged.
- The investment manager may also use derivatives for portfolio positioning and for managing market risk.
- The Fund has the ability to borrow funds for day to day operational activities but does not use gearing in implementing portfolio positions.
- The Fund may gain exposure to specific assets by investing through other investment vehicles including those managed by a related entity.
Ready to invest?
Apply Now
View our fund performance
Performance
| Performance | |
|---|---|
| As at | - |
| 1 mth % | N/A |
| 3 mth % | N/A |
| 6 mth % | N/A |
| 1 yr % pa | N/A |
| 2 yrs % pa | N/A |
| 3 yrs % pa | N/A |
| 5 yrs % pa | N/A |
Unit prices
How to apply?
We recognise the specialised needs of institutional investors and tailor individual, discrete mandates accordingly.
For further information please contact:
Wholesale Wealth Solutions
E wholesalewealthsolutions@australianunity.com.au
T 1300 407 698
Still got a question about the Fund?
Speak with us today
Important Information
The Australian Unity Green Bond Fund (the Fund) is issued by Australian Unity Funds Management Limited (AUFML) ABN 60 071 497 115, AFS Licence No. 234454. Units in the Fund are issued by AUFML as Responsible Entity for the Fund. The information in this document is general information only and is not based on the objectives, financial situation or needs of any particular investor. You should obtain financial and legal advice relevant to your circumstances before making investment decisions. In deciding whether to acquire, hold or dispose of the product, investors should obtain the current Information Memorandum dated 12 June 2020 (Australian Unity Green Bond Fund) to consider whether the product is appropriate for them. The information provided on this page is current at the time of publishing.
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.
