Our history
Altius has a broad set of capabilities which apply a responsible investment philosophy including sustainable investment, discrete mandates and managed funds.
Established in 1840, Australian Unity was Australia’s first member-owned wellbeing company, delivering health, wealth and care services.
Our philosophy
The aim of our responsible investment activities is to protect and enhance the value of our client’s capital. It is also part of our wider responsibility to uphold the quality and integrity of the financial markets in which we invest. Responsible investment underpins the quality of our investment process. Incorporating ESG assessment enhances our knowledge and understanding of an organisation’s management, culture and business strategy and enables us to make better informed investment decisions on behalf of our clients.
We believe ESG issues can have a direct impact on an issuer’s risk and its probability of default. If not managed properly these risks can lead to inefficiencies or disruption of operations, which could then become liabilities (regulatory, litigation or reputational) that may impact a company’s cash flow and therefore their credit rating and ultimately their cost of debt.
Our investment approach
Our investment style is focused on building returns by allocating active risk in a highly disciplined, methodical way to identify the best sources of return. Our macro research process allows us to capitalise on opportunities in all market conditions, for instance avoiding or reducing negative returns in a sustained rising interest rate environment or a deteriorating credit market.
Our team
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.
Investment advisory committee
Our advisory committee comprises senior investment professionals with diverse skills and experience. The committee bring invaluable insights into economic and financial market issues on a local and global scale. The committee does not have decision making authority, but is a valuable extension of the investment team’s existing skill set and experience.
Our funds
The Altius team employs a diversified strategy to the management of fixed interest securities that strikes a balance between relative and absolute returns, taking advantage of the mispricing of bonds in all market conditions.
Green Bond Fund
An investment in green, sustainable and social bonds that contribute to lower carbon emissions.
Sustainable Short Term Income Fund
An investment that offers daily liquidity and exposure to short-term money market and medium-term floating instruments which considers environmental, social and governance issues when selecting investments.
Altius 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.
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