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.

Sustainable Short Term Income Fund - Retail Units

Performance

Sustainable Short Term Income Fund
Retail
Performance as at 31 August 2024

1 mth% 3 mth% 1 yr% 2 yrs% p.a Since inception % p.a.
Gross total return¹ 0.44 1.40 6.10 5.44 3.33
Net total return² 0.42 1.32 5.78 5.13 3.02
Benchmark³ 0.38 1.11 4.39 3.87 2.54
Excess to benchmark⁴ 0.04 0.21 1.39 1.26 0.48