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Green Bond Fund - Ordinary Units

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 - Ordinary Units. 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 returns in excess of the Bloomberg1 AusBond Composite 0+ Yr Index after fees over the medium term.

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.

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.

Ready to invest?

Learn more about the Fund



Introduction to the Australian Unity Green Bond Fund.

Watch our video about the Australian Unity Green Bond Fund with Bill Bovingdon, Chief Investment Officer, Altius Asset Management.

Fund features

Sustainable

Investing in a combination of green, social and sustainable fixed interest securities

Top-down

Independent Sustainable Advisory Committee that oversees the investment universe

Minimum initial investment amount

$100,000

Diversified

The portfolio will hold a range of government and credit securities providing both impact and the potential to generate regular income quarterly

Distribution

Quarterly

View our fund performance

Performance
As at 31 Dec 2021
1 mth % 0.14
3 mth % -1.75
6 mth % -1.45
1 yr % pa -3.00
2 yrs % pa N/A
3 yrs % pa N/A
5 yrs % pa N/A

How to apply?

For further information please contact:

E australianunitywealth_transactions@unitregistry.com.au
T 1300 997 774

Important Information

1 Bloomberg Finance LP and its affiliates (collectively ‘Bloomberg’) do not approve or endorse this material and disclaim all liability for any loss or damage of any kind arising out of the use of all or any part of this material.

The Australian Unity Green Bond Fund - Ordinary Units (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 Product Disclosure Statement (Australian Unity Green Bond Fund - Ordinary Units) 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

Unit prices are for the Australian Unity Green Bond Fund - Ordinary Units only. 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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