Policies & Guidelines

The purpose of this policy is to provide parameters for the definition and selection of Use of Proceeds Bonds and Sustainable Linked Bonds, generally referred to as Green, Sustainable, Social bonds and Sustainable Linked product. The policy integrates the ICMA Green and Social Bond Principles and Sustainable Bond guidelines and the ICMA Sustainable Linked Bond/Loan Principles.


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The aim of the ASBF Country Exclusion Policy is to identify countries with poor ESG practices, with greater downside exposure for investment activities. As a result, we will exclude countries that have poor human rights standards, weak labour and environmental protection, or are highly corrupt.



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The aim of the Cash and Fixed income responsible investment sets out Altius’s approach and expectations for considering Environmental, Social and Corporate Governance (ESG) factors in our investment decision-making practices. The unique characteristics of the cash and fixed interest asset classes require a different stewardship approach to equity investors. This policy covers all co-mingled cash and fixed interest funds and is focused on the corporate and financial institutions that issue debt eligible for inclusion in our investment universe.


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The purpose of this policy is to outline the treatment of issuer and issue for securitised assets with regard to the investible universe of the Altius Sustainable Bond Fund, Australian Unity Sustainable Enhanced Cash Fund and Altius Green Bond Fund (Funds).






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The purpose of this Policy is to define the principles that guide Australian Unity’s Cash and Fixed Interest Team (“Altius”) in the management of the Altius Sustainable suite of funds. Provide the criteria by which investments qualify for acceptance into the investible universe of the Funds (the Sustainability Screen, or “Screen”); and the framework by which the Screen is implemented.



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