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) with exposure to a diversified portfolio of qualifying green fixed-interest securities.

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. The Fund 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.


Gross total return¹ Net total return² Benchmark* Excess to benchmark⁴ 
1 mth % 0.47 0.44 0.19  0.25
3 mth % 2.39 2.32 1.99  0.33
1 yr % pa 2.47 2.16 2.06  0.10
Since Inception % pa   †‡ -2.36 -2.65 -2.56  -0.09

Performance history chart


Unit price history chart


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