This website is provided by Australian Ethical Investment Ltd (ABN 47 003 188 930; AFSL 229949) (Australian Ethical) which is part of the Australian Ethical Group of companies which offer investment and superannuation products and services. On 25 September 2024, Australian Ethical completed the acquisition of the Altius Asset Management business from Australian Unity Funds Management Limited (AUFM) (ABN 60 071 497 115; AFSL 234454). Australian Ethical is the responsible entity of the Altius Sustainable Short Term Income Fund and Australian Unity Wholesale Cash Fund. AUFM is the responsible entity for the Altius Green Bond Fund and and Altius Sustainable Bond Fund.
Australian Ethical and AUFM have a Transition Services Agreement dated 22 May 2024 in place under which AUFM will provide services to Australian Ethical for a period of up to 12 months from the date of completion of the acquisition.
The materials on this website have been prepared to provide general information only and may not necessarily be accurate or current. No person should act or fail to act on the basis of these materials.
The information on this website is general information only and does not take into account the objectives, financial situation or needs of any particular investor.
Before deciding whether to acquire, hold or dispose of a product, an investor should refer to the Product Disclosure Statement (PDS). A copy of the PDS can be accessed through this website or by calling 1800 649 033 or 13 29 39. You should also consider obtaining professional financial and tax advice.
Past performance is not a reliable indicator of future performance.
For the rated Fund, investment decisions should not be made upon the basis of a fund’s past performance or distribution rate, or any rating given by a ratings agency, since each of these can vary. In addition, ratings need to be understood in the context of the full report issued by the ratings agency itself.
We understand the importance of protecting your privacy and are therefore committed to compliance with the Privacy Act 1988 and the Australian Privacy Principles. We may collect information about you. For further information about how we use and collect information go to the Privacy Policy (australianethical.com.au) and Australian Unity Privacy Policy.
This site may contain hypertext links, frames or other references to other parties and their websites. We cannot control the contents of those other sites, and make no warranty about the accuracy, currency or suitability of the material located on those sites. Those references are not an endorsement of those parties or their products or services.
This website also contains ‘cookies’, which are used to optimise the efficiency of the site. (A cookie is a small text file that contains information and is stored on your computer when you visit a website).
Neither Altius, Australian Ethical, AUFM nor their related entities accept responsibility for any loss, cost or expense arising from the use of information on this site.
The internet and World Wide Web are unsecured, public networks. There is a risk that: information sent to or from this site may be intercepted, corrupted or modified by third parties; and files obtained from or through this site may contain computer viruses or other defects.
Information on this website is protected by copyright. Unauthorised use of the information contained on this website is not permitted.