The Altius Sustainable Bond Fund is issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949) (Australian Ethical). On 25 September 2024, Australian Ethical completed the acquisition of the Altius Asset Management business from Australian Unity Funds Management Limited (ABN 60 071 497 115, AFSL 234454) (AUFM). Australian Ethical has entered into an agreement with Australian Unity Group Services Pty Ltd (ABN 29 006 803 069) (AU) for AU to provide transition services in relation to the Fund, to Australian Ethical. The information contained above is not based on the objectives, financial situation or needs of any particular investor. In deciding whether to acquire, continue to hold or dispose of the product you should obtain the Product Disclosure Statement (Altius Sustainable Bond Fund) and Target Market Determination (TMD) to consider whether the product is appropriate for you. The website was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not a reliable indicator of future performance.
* The Lonsec Rating (assigned August 2021) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Australian Unity Funds Management Limited’s (Fund Manager) product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: Investment product ratings - Fund Manager
** The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned June 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at 
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