ESG Investing

Investments you can be proud of

Investments that don’t compromise ethics or financial returns

We’re Australian leaders in the Environmental, Social and Governance (ESG) investment space, specialising in sustainable cash and fixed interest.

When you’re with Altius, you can 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.

First labelled bond fund in Australia
to be certified by RIAA*

Awarded 2021
Australian Sustainability Fund Manager
of the Year by KangaNews

Talking to your clients about ESG

ESG stands for Environmental, Social and Governance – the three key ways to measure the sustainability and societal impact of investments. Using ESG to guide your investments is a great way to support organisations that are doing good in the world – while also building financial security.

We’re here to help you educate your clients about ESG. Watch one of our founders talk below.

Introduction to ESG investing

Bill Bovingdon, Chief Investment Officer, Altius Asset Management explains why the investment community is looking to ESG when determining where to invest.


Why invest in ESG?

Investors are increasingly looking for options that align with their personal values, with environmental issues consistently being of the greatest importance and realising that investing ethically doesn’t mean compromising on returns.

Long-term studies of the European and US bond markets^ have found that ESG portfolios have performed as well as, if not better than, the market as a whole.

With regulators like APRA telling institutions to consider liability risks associated with environmental, social and governance issues, now’s the time to get on board.

Our proven investment strategy

Of course we invest ethically, but we also aim to deliver solid income generation coupled with low capital volatility, focusing on absolute returns. We aim for consistently strong results in all Australian market conditions, taking advantage of the mispricing of bonds using our extensive experience.

Our leading funds

Green Bond Fund

Investments in green, sustainable and social bonds that contribute to lower carbon emissions.

Sustainable Short Term Income Fund

Access the short-term money market with daily liquidity and medium-term floating options, considering environmental, social and governance issues.

Altius Sustainable Bond Fund

A diversified portfolio of fixed interest securities that looks to the future, aligning with social values – without compromising long-term returns.

Strengthened by Australian Unity

We’re an independently run investment business owned by Australian Unity. With extensive experience in cash and fixed interest, we’re responsible for the management of all our funds. Australian Unity bring the financial and regulatory support – plus their 180 year history of improving wellbeing for Australians.

We’re here to help

Our Regional Account Managers are here to help you invest in bonds that you and your clients can be proud of.

Get in touch

Ready to invest?

Click here to complete the online Retail application form.

Click here to download the Wholesale application form.

For further information please contact:
T 1300 997 774

Important information

These products are issued by Australian Unity Funds Management Limited (AUFML) ABN 60 071 497 115, AFS Licence No. 234454. Units in the Funds are issued by AUFML as Responsible Entity for the Fund. The information contained above is not based on the objectives, financial situation or needs of any particular investor. In deciding whether to acquire, continue to hold or dispose of the product you should obtain the Product Disclosure Statement and consider whether the product is appropriate for you. The website was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not a reliable indicator of future performance.

* The Altius Sustainable Bond Fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See for details. The Responsible Investment Certification program does not constitute financial product advice. Neither the Certification symbol nor RIAA recommends to any person any financial product is a suitable investment or that returns are guaranteed. RIAA does not hold an Australian Financial Service License.

^ Barclays ESG Ratings and Performance of Corporate Bonds 30 April 2019.