On the 25th September 2024, Australian Ethical (ASX:AEF) announced the successful completion of the Altius Asset Management acquisition from Australian Unity Funds Management. For more information, please click here.

Altius Green Bond Fund

The Altius Green Bond Fund is an investment in green, sustainable and social bonds with a primary aim of targeting labelled green bonds and other investments that will contribute to lower carbon emissions and support the transition to a low carbon economy.  

We take a diversified approach to cash and fixed-interest funds management, combining both credit and duration strategies, and seek to deliver competitive returns for investors throughout all market conditions.
 
Our team’s breadth of experience in fixed interest markets enables us to manage market risk, while staying focused on responsible investing to shape a positive future.
 

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Performance

Green Bond Fund - Ordinary
Performance as at 31 October 2024

1 mth% 3 mth% 1 yr%  3 yrs% p.a  Since inception % p.a.  
Gross total return¹ (1.85) (0.23) 7.88(0.41)(1.07)
Net total return² (1.88) (0.31) 7.56 (0.71)(1.37)
Benchmark³ (1.88) (0.39) 7.08 (0.62)(1.35)
Excess to benchmark⁴ 0.000.08 0.48 (0.09) (0.02)

Performance history chart

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Unit Prices

Unit price history chart

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Distributions

Distribution history