Altius Green Bond Fund (Retail Class)

APIR: AUS9041AU

Performance

1
Year

3.58

3
Year

-0.11

5
Year

Since Inception

-0.57

Running Yield

Yield To Maturity

Data Current To: 12/03/2025

Information

Issuer:
Sector:
Index:
Bloomberg AusBond1 Composite 0+ Yr Index
Inception Date: 28/06/2021
Strategy: The Altius Green Bond Fund (the 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.. Our team’s breadth of experience in fixed interest markets enables us to manage market risk, while staying focused on responsible investing to help shape a positive future.

Details

Management Costs: 0.40% p.a.
Minimum Initial Amount: $5000
Income Distribution: Quarterly
Fund Size: $195.93m (AUD)
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