Altius Asset Management is now owned and will be fully operated by Australian Ethical by 7th April 2025. From 7th April, all information about Altius funds will be moved to the Australian Ethical website.

Altius Sustainable Short Term Income Fund

The Altius Sustainable Short-Term Income Fund is a floating-rate credit fund focused predominately on investment-grade issuers.

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.


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Performance

Sustainable Short Term Income Fund
Ordinary Units
Performance as at 28 February 2025

1 mth% 3 mth% 1 yr% 3 yrs% p.a 5 yrs% p.a 7 yrs% p.a Since inception
% p.a.
Gross total return¹ 0.48 1.49 6.07 4.60 3.06 2.90 2.89
Net total return² 0.47 1.44 5.86 4.39 2.86 2.68 2.68
Benchmark³ 0.34 1.10 4.48 3.44 2.10 1.97 1.95
Excess to benchmark⁴ 0.13 0.34 1.38 0.95 0.76 0.71 0.73

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