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About the fund

The Sustainable Short Term Income 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 objective

The Fund aims to outperform (pre-fees) the Bloomberg1 Ausbond Bank Bill Index plus 0.6% to 1.0% per annum over rolling three-year periods.

Investment approach

  • The Fund invests in a combination of short-term money market instruments, medium and longer-term floating rate notes and fixed rate securities. These may include direct or indirect holdings of government, bank, corporate, asset backed and other securities. The Fund aims to maintain capital stability through limited exposure to interest rate movements and credit management.
  • The investment manager may also use derivatives for portfolio positioning and for managing market risk.

Why invest?

  • Access to a portfolio of cash and short-term interest bearing securities, which may improve returns and diversification
  • Daily liquidity
  • Monthly distributions

Fund Features

  • Minimum investment amount:  $5,000
  • Buy/Sell spread: 0.00%/0.05%

Ready to invest?

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View our fund performance

Performance
As at 31 Aug 2021
1 mth % 0.02
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

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 Sustainable Short Term Income Fund - Retail Units is issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. Units in the Sustainable Short Term Income Fund - Retail Units 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 Product Disclosure Statement 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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