Altius Asset Management

Why invest in Fixed Interest Funds?

With Altius fixed interest funds, your options include the Sustainable Short Term Income Fund, Sustainable Bond Fund and Green Bond Fund. With investments starting from $5,000 you can access all the benefits of fixed-interest funds, including a diversified asset pool, responsible investments and regular distributions (depending on your requirements). Fixed-income investments can help you generate a regular steady source of income.

We’re Australian leaders in the responsible investment space, specialising in sustainable cash and fixed interest, utilising our comprehensive environment, social and governance (ESG) framework. We have a team of highly experienced investment professionals with a track record in cash management and fixed income investment.

Income for investors

Interest rates are well above the average of the last decade providing supportive elements for active bond strategies like those employed in our funds.

Low risk

Fixed income investing is considered low-risk and typically exhibits less volatility and higher capital stability than equity investments. The normalisation of the interest rates means fixed income can resume its place as providing protection against risker investments such as equities.

Diversified high quality portfolio

Access to a portfolio of cash and interest-bearing securities. A high-quality portfolio reflecting Altius and Australian Unity’s due diligence processes.

Want to learn more about fixed interest, read “Bonds are Back”. Click here.

We are specialists in sustainable cash and fixed interest.

We actively manage diverse portfolios of Australian and New Zealand cash and fixed interest securities, aiming to deliver clients with income distributions coupled with low capital volatility.

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.

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Altius Green Bond Fund

The Altius Green Bond Fund is an investment in green, sustainable and social bonds that meet sustainability objectives, including an aim to lower carbon emissions. This Fund offers daily withdrawals (subject to liquidity as more fully described in the Product Disclosure Statement) with exposure to a diversified portfolio of qualifying green fixed-interest securities.

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Altius Sustainable Bond Fund

The Altius Sustainable Bond Fund is a diversified portfolio of fixed interest securities designed to align with investors’ values, without compromising on returns over the long term. This fund offers daily liquidity.

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Altius Sustainable Short-Term Income Fund

The Altius Sustainable Short-Term Income Fund is a floating-rate credit fund focused on investment-grade issuers. This fund offers daily withdrawals (subject to liquidity) with exposure to the short-term money market and medium-term floating instruments. When selecting investments, the fund considers environmental, social and governance (ESG) issues.

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Ratings

Altius Green Bond Fund

Zenith - Approved

Altius Sustainable Bond Fund

Lonsec - Investment grade
RIAA Certified
Zenith - Approved

Altius Sustainable Short-Term Income Fund

Zenith - Recommended

Finalist - Zenith Sustainable and Responsible Investments – Income 2023

RIAA Responsible Investment Leader 2023

Nominated Best Alternative Fixed Income and Credit Fund award at the 2023 Hedge Funds Rock and the Alternative Investment Awards

Awarded 2022 Australian Sustainability Fund Manager of the Year by KangaNews

RIAA Responsible Investment Leader 2022

Awarded 2021 Australian Sustainability Fund Manager of the Year by KangaNews

Ready to start your sustainable investing?

Feel proud knowing your investments will bring about positive change and if you look at our performance history, you’ll find returns that would make you pretty proud too. To find out more about investing with Altius Asset Management, please contact your financial adviser or contact Australian Unity Mon - Fri 8:30am - 5pm AEST

CONTACT US CALL 1300 997 774

Our investment team has an average of over 30 years of financial markets experience, holding senior investment roles with global and domestic investment managers, banks, insurance companies and treasury corporations.

Our combined experience delivers a heightened understanding and appreciation of best practice investment strategies in the cash and fixed interest market. Together, we deliver quality and transparent client service, and develop strong relationships with clients, consultants, and distributors.

Meet the team

Investments you can be proud of

Why invest in Fixed Interest Funds?

Income for investors

Low risk

Diversified high quality portfolio

Our capability

Quick links

Our funds

Altius Green Bond Fund

Altius Sustainable Bond Fund

Altius Sustainable Short-Term Income Fund

Ratings

Altius Green Bond Fund

Altius Sustainable Bond Fund

Altius Sustainable Short-Term Income Fund

Finalist - Zenith Sustainable and Responsible Investments – Income 2023

RIAA Responsible Investment Leader 2023

Nominated Best Alternative Fixed Income and Credit Fund award at the 2023 Hedge Funds Rock and the Alternative Investment Awards

Awarded 2022 Australian Sustainability Fund Manager of the Year by KangaNews

RIAA Responsible Investment Leader 2022

Awarded 2021 Australian Sustainability Fund Manager of the Year by KangaNews

Ready to start your sustainable investing?

Our team