APIR: AUS0071AU
Performance
1
Year
Year
6.45
3
Year
Year
4.38
5
Year
Year
1.50
Since Inception
2.16
Running Yield
Yield To Maturity
4.27
Data Current To: 27/06/2025
Information
Issuer: |
Australian Ethical, Sustainability |
Sector: |
Multi |
Index: |
(50% Reserve Bank of Australia Cash Rate and 50% Bloomberg AusBond Composite 0+Yr Index |
| Inception Date: | 01/10/2014 |
| Strategy: | Altius’ investment strategy applies a high conviction approach and seeks to take advantage of the mispricing of bonds at all stages of the economic cycle. It has tight controls around risk outcomes, with a philosophy that credit and rates duration must earn their way into the portfolio. |
Details
| Management Costs: | 0.49% p.a. |
| Minimum Initial Amount: | $100000 |
| Income Distribution: | Quarterly |
| Fund Size: | $165m (AUD) |
