Altius fixed income funds

Specialists in sustainable cash and fixed income management

About Altius

Altius Asset Management are specialists in fixed income fund management.

Acquired by Australian Ethical in September 2024, Altius actively manage diverse portfolios of Australian and New Zealand cash and fixed interest securities, aiming to provide clients with stable income and low capital volatility.

Altius applies a comprehensive environmental, social and governance (ESG) framework to assess debt issuers and build sustainable investment portfolios for investors.

Why invest in fixed income funds

Fixed income funds can play an important role in any portfolio and aim to deliver stable returns with lower volatility.

Stable income

Income returns are stable and paid at regular intervals, normally monthly or quarterly.

Defensive assets

In times of volatility and irrational markets, having a defensive allocation to cash and fixed interest investments can help protect against capital losses.

Diversification

Adding a cash and fixed interest fund to your portfolio can help to protect against market volatility and share market instability.

Our fixed income funds

Altius Green Bond Fund

Invests in green, sustainable and social bonds that meet sustainability objectives, including an aim to lower carbon emissions. The Fund offers daily withdrawals (subject to liquidity) with exposure to a diversified portfolio of qualifying green fixed-interest securities.

Altius Sustainable Bond Fund

Invests in companies that conduct their business and apply capital responsibly — meeting Environmental, Social and Governance thresholds in Altius’s Sustainability Policy. A diversified fixed interest structure, the Fund invests in companies which meet strict investment criteria.

Altius Sustainable Short-Term Income Fund

A floating-rate credit fund focused on investment-grade issuers. The Fund offers daily withdrawals (subject to liquidity) with exposure to the short-term money market and medium-term floating instruments. When selecting investments, the fund considers environmental, social and governance (ESG) issues.

Income Fund

The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in short-dated deposits, high grade mortgage-backed securities, State and Commonwealth Government Bonds, and bank and other corporate bonds.

Fixed Interest Fund

The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily in fixed rate bonds, from issuers such as the Commonwealth and State Governments, banks and other corporate issuers that meet the Australian Ethical Charter.

Meet the team

Altius fixed income investment team

A specialist team with an enviable track record in cash and fixed interest income management, managing a range of portfolios of Australian and New Zealand securities, which aim to deliver clients with income distributions coupled with low capital volatility.

Meet the investment team

Altius advisory forum

The Altius team are supported by an investment advisory forum and a sustainability advisory forum.

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Learn more

Award-winning funds

Responsible Investment Association Australasia

Responsible Investment Leader 2024

Hedge Funds Rock and the Alternative Investment Awards

Nominated for Best Alternative Fixed Income and Credit Fund 2023

Get in touch

Contact a member of our Adviser Relationship Team if you would like to learn more about Altius’s range of sustainable cash and fixed interest funds.

Contact a BDM

Units in the Altius Sustainable Short Term Income Fund (ARSN 606 111 166) (ASSTIF) and Altius Green Bond (ARSN 648 842 371) (AGBF), and Altius Sustainable Bond Fund (ARSN 601 618 179) (ASBF) are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949) (Australian Ethical) in its capacity as the Responsible Entity of the ASSTIF, AGBF and ASBF. The Product Disclosure Statements are available at altiusam.com or by calling our Adviser Services team on 1800 649 033.

Australian Ethical and Australian Unity Group Services Pty Ltd (Australian Unity) have entered into a Transition Services Agreement for Australian Unity to provide services to Australian Ethical to support Altius investors and advisers.

Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the current Product Disclosure Statement, Additional Information Document and Target Market Determination available and seek professional financial and taxation advice.

This information is intended for recipients in Australia only. 

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