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Green Bond Fund - Retail 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 - Retail 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 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?

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.

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

Fund Features

Minimum initial investment amount:

$5,000

Minimal additional investment amount:

$1,000

Minimum withdrawal amount:


$1,000

Minimum balance:



$5,000

Unit prices:




Calculated daily

Distribution:




Quarterly

View our fund performance

Performance
As at 31 Aug 2021
1 mth % 0.01
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
*Inception date for performance calculations is 28 June 2021.

How to apply?

For further information please contact:

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

Still got a question about the Fund?

Speak with us today

Mon-Fri 8.30am - 5.30pm AEST
Call 1300 997 774

Important Information

The Australian Unity Green Bond Fund - Retail 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 - Retail Units) to consider whether the product is appropriate for them. The information provided on this page is current at the time of publishing.

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