Altius | ESG Investing

At Altius Asset Management, we consider ourselves leaders in responsible cash and fixed interest management. As the boutique funds management arm of Australian Unity’s investments business, we use our award-winning expertise in environmental, social and governance (ESG) analysis to assess debt issuers and build sustainable investment portfolios for our clients.

Being an active steward of the capital entrusted to us, we are intent on investing sustainably. We have clear policies and transparency relating to our portfolios, and we are committed to reporting on the outcomes of our investments.

As part of our investment philosophy, we are committed to doing our bit to drive the growth and development of a vibrant and trusted sustainable finance market. We have an acknowledged track record of innovation and market leadership in doing just that.

Altius Quarterly Sustainability Reports

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

Investments you can be proud of

We’re Australian leaders in the responsible investment space, specialising in sustainable cash and fixed interest utilising our comprehensive environmental, social and governance (ESG) framework.

When you’re with Altius, you will feel proud knowing your investments will bring about positive change.

Talking to your clients about ESG

ESG stands for environmental, social and governance. 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. Find out more from one of our founders in the video below.

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

Invest in a sustainable future with ESG Investing

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Investors are increasingly looking for options that align with their values, while keeping environmental issues at the forefront, and realising that investing ethically doesn’t necessarily 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 the Australian Prudential Regulation Authority (APRA) telling institutions to consider liability risks associated with ESG issues, now’s the time to get on board.

Our proven investment strategy

Altius actively manages diversified portfolios of Australian cash and fixed interest securities. We seek to generate consistent returns in all market conditions, and take advantage of the mispricing of bonds, while adhering to our sustainability framework.

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 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 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 as more fully described in the Product Disclosure Statement) 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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Our regional account managers are here to help you invest in bonds that you and your clients can be proud of.

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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 Target Market Determination (TMD) to 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 www.responsibleinvestment.org 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.

ESG Investing

Investments you can be proud of

Responsible Investment

Altius Quarterly Sustainability Reports

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

ESG Investing

Investments you can be proud of

Talking to your clients about ESG

Introduction to sustainable investing

Invest in a sustainable future with ESG Investing

Why consider ESG?

Our proven investment strategy

Our funds

Altius Green Bond Fund

Altius Sustainable Bond Fund

Altius Sustainable Short-Term Income Fund

We’re here to help

Ready to invest? Apply online.

Download PDS

Contact us

Important information