The Sustainable Short Term Income Fund offers daily liquidity and exposure to short-term money market and medium-term floating instruments that may improve returns and diversification.
The Fund also considers environmental, social and governance issues when selecting investments and aligns with Australian Unity’s values to create positive impact.
The Fund is likely to be appropriate for a consumer seeking capital preservation or income distribution to be used as a core or satellite component within a portfolio where the consumer has a medium to long investment timeframe, low risk/return profile and needs daily access to capital.
* 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 %||0.15||0.24||-0.09|
|3 mth %||0.66||0.54||0.12|
|1 yr % pa||0.00||0.76||-0.76|
|3 yrs % pa||0.60||0.43||0.17|
|5 yrs % pa||1.31||0.97||0.34|
|7 yrs pa%||N/A||N/A||N/A|
|10 yrs % pa||N/A||N/A||N/A|
|Since Inception ‡% pa||1.42||1.02||0.40|
1Sustainable Short Term Income Fund – Ordinary Units as at 31 October 2022.
Total Return is calculated after 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 13 June 2017.View Performance History
Click here to download the Retail application form.
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For further information please contact:
T 1300 997 774