Altius Sustainable Short Term Income Fund (Retail Class)

APIR: AUS1392AU

Performance

Data Current To: 12/03/2025

Information

Company offering the investment.Issuer:
Types of bonds in the Managed Fund.Sector:
Benchmark representing a sub-section of the market that the ETF aims to replicate.Index:	Bloomberg Ausbond Bank Bill Index
Inception Date:	28/06/2021
Strategy:	The Fund invests in a combination of short-term money market instruments, medium and longer-term floating rate notes and fixed rate securities. These may include direct or indirect holdings of government, bank, corporate, asset backed and other securities. The Fund aims to maintain capital stability through limited exposure to interest rate movements and credit management. The investment manager may also use derivatives for portfolio positioning and for managing market risk.

Details

Management Costs:	0.30% p.a.
Minimum Initial Amount:	$5000
Income Distribution:	Monthly