The Green Bond Fund invests in green, sustainable and social bonds with a primary aim of targeting investments that will contribute to lower carbon emissions. It is aligned with Australian Unity’s values to create positive impact.
We take a diversified approach to cash and fixed interest funds management, combining both credit and duration strategies, and seeks to optimise returns for investors throughout all market conditions. Our team’s depth and breadth of experience in fixed interest markets enables it to manage market risk and is focused on responsible investing to shape a positive future.
This product is likely to be appropriate for a consumer seeking capital preservation to be used as a core or satellite component within a portfolio where the consumer has a medium or long investment timeframe, low risk/return profile and needs daily access to capital.
|Minimum initial investment|
|Altius Enhanced Cash Fund|
* Effective 30 September 2017. Inclusive of the impact of RITC (Reduced Input Tax Credits). Refer to the PDS and Additional Information Document for more information about fees and costs for this Fund.
|Total Return1||Benchmark*||Active return|
|1 mth %||0.71||0.93||-0.22|
|3 mth %||-3.02||-2.98||-0.04|
|1 yr % pa||-8.05||-7.24||-0.81|
|3 yrs % pa||N/A||N/A||N/A|
|5 yrs % pa||N/A||N/A||N/A|
|7 yrs % pa||N/A||N/A||N/A|
|10 yrs % pa||N/A||N/A||N/A|
|Since Inception †‡% pa||-4.90||-4.77||-0.13|
1Green Bond Fund – Ordinary Units As at 31 October 2022.
Gross returns are calculated before fees and expenses and assume the reinvestment of distributions. Past performance is not a reliable indicator of future performance.
†‡ Inception date for performance calculations is 18 June 2020.