APIR: AUS0071AU
Performance
1
Year
Year
4.56
3
Year
Year
2.16
5
Year
Year
0.96
Since Inception
2.01
Running Yield
Yield To Maturity
Data Current To: 12/03/2025
Information
Issuer: |
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Sector: |
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Index: |
(50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0+Yr Index |
| Inception Date: | 21/11/2014 |
| Strategy: | Altius’ investment strategy applies a high conviction approach and seeks to take advantage of the mispricing of bonds at all stages of the economic cycle. It has tight controls around risk outcomes, with a philosophy that credit and rates duration must earn their way into the portfolio. |
Details
| Management Costs: | 0.37% p.a. |
| Minimum Initial Amount: | $ |
| Income Distribution: | Quarterly |
