Lonsec Innovation Award Winner 2016
Lonsec does not issue, sell, guarantee or underwrite this financial product. Go to www.lonsec.com.au for details of its ratings criteria.
Our capability
We are specialists in Australian cash and fixed interest.
We actively manage diverse portfolios of Australian cash and fixed interest securities, aiming to deliver clients with solid income generation coupled with low capital volatility.
With a focus on absolute returns, we seek to generate consistently strong returns in all market conditions and take advantage of the mispricing of bonds in all market conditions.
Our team’s breadth and depth of experience across all areas of the cash and fixed interest market delivers a heightened understanding and appreciation of best practice implementation strategies in the fixed interest market.
Our funds
Altius Bond Fund
The Altius Bond Fund aims to deliver investors solid income generation coupled with low capital volatility. It is a well-diversified fund with a focus on managing downside exposure to interest rate, credit and liquidity risk.
Sustainable Bond fund
The Altius Sustainable Bond Fund is a diversified portfolio of fixed interest securities designed to align with investors’ specific personal and social values without compromising on returns over the long term.
Our Team
Our investment team has an average of almost 30 years financial markets experience across global and domestic investment managers and banks, insurance companies and treasury corporations.
Our combined experience delivers a heightened understanding and appreciation of best practice implementation strategies in the cash and fixed interest market. Together, we deliver quality and transparent client service and develop strong relationships with wholesale clients, consultants and distributors.
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