On the 25th September 2024, Australian Ethical (ASX:AEF) announced the successful completion of the Altius Asset Management acquisition from Australian Unity Funds Management. For more information, please click here.

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 30 November 2024

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 0.39 1.50 6.24 4.06 2.85 2.78 2.79
Net total return² 0.37 1.45 6.03 3.85 2.64 2.56 2.57
Benchmark³ 0.36 1.10 4.46 3.07 1.92 1.87 1.86
Excess to benchmark⁴ 0.01 0.35 1.57 0.78 0.72 0.69 0.71

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