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.

Sustainable Short Term Income Fund - Retail Units

Performance

Sustainable Short Term Income Fund
Retail
Performance as at 28 February 2025

1 mth% 3 mth% 1 yr% 3 yrs% p.a Since inception % p.a.
Gross total return¹ 0.48 1.48 6.06 4.60 3.70
Net total return² 0.46 1.40 5.74 4.29 3.39
Benchmark³ 0.34 1.10 4.48 3.44 2.81
Excess to benchmark⁴ 0.12 0.30 1.26 0.85 0.58