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About the fund

The Sustainable Enhanced Cash Fund offers daily liquidity and exposure to short-term money market and medium-term floating instruments that may improve returns and diversification. The Fund also considers environmental, social and governance issues when selecting investments.

Investment strategy

The Fund aims to achieve the Bloomberg Ausbond Bank Bill Index plus 1.00% per annum, over rolling three-year periods. To do this, the Fund invests in a combination of short-term money market instruments and medium-term floating securities that are investment-grade rated.

Why invest?

  • Access to a portfolio of cash and short-term interest bearing securities, which may improve returns and diversification
  • Provides a competitive return to term deposits without having to lock your money away
  • Daily liquidity
  • Monthly distributions

Fund Features

  • Minimum investment amount: $20,000
  • This Fund is available to wholesale and sophisticated investors only

View our fund performance

Performance
As at 31 Aug 2019
1 mth % 0.06
3 mth % 0.64
6 mth % 1.42
1 yr % pa 2.64
2 yrs % pa 2.50
3 yrs % pa N/A
5 yrs % pa N/A

‡ Inception date for performance calculation is as at 13 June 2017

We recognise the specialised needs of institutional investors and tailor individual, discrete mandates accordingly. 

For further information please contact:

Bill Bovingdon
Chief Investment Officer - Cash & Fixed Interest
P 02 9093 9937
M 0414 508 644
Bill.Bovingdon@altiusam.com

View other Fixed Interest and Cash Funds

Important Information

The Australian Unity Sustainable Enhanced Cash Fund (The Sustainable Enhanced Cash Fund) is issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. Units in the Sustainable Enhanced Cash Fund are issued by AUFM 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. In deciding whether to acquire, hold or dispose of the product, investors should obtain the current Information Memorandum dated 15 May 2017 (Altius Enhanced Cash 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.

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