Cash Fund
Cash Fund
Overview
The Australian Ethical Altius Cash Fund underwent a name change on 24 August 2026. It was previously known as the Australian Ethical Income Fund.
To generate an income stream consistent with prevailing short-term interest rates while minimising the risk of capital loss and meeting our Ethical Criteria.
The Fund aims to exceed the return of the Bloomberg AusBond Bank Bill Index after taking into account management costs over a 1 year period.
The opportunity to invest in a portfolio of interest-bearing investments generating income. The Fund is invested in cash, short-dated deposits and securities, high grade asset-backed securities, State and Commonwealth Government Bonds, and corporate bonds. As such, the returns of the Fund tend to move in line with the general level of interest rates.
Fund facts
| Overview | |
|---|---|
|
$14 mil
|
$212 mil
|
|
Money Market
|
Bloomberg AusBond Bank Bill Index
|
|
26/11/1997
|
There is no suggested minimum timeframe
|
|
Very low
|
AUG0003AU
|
| Fees and costs | |
|---|---|
|
$10,000
|
0.20% p.a.
|
|
0.00%
|
0.00% / 0.00%
|
| Distribution | |
|---|---|
|
Up to twice per year
|
30 June & 31 December
|
A full explanation of all the Fund features including fees and costs that you may be charged for investing in the Fund is provided in the Fund’s Product Disclosure Statement and the fee information page. For further information about the Fund and how we assess investments using our Ethical Criteria, please read the Additional Information Booklet and the Ethical Guide.
1. The current benchmark may not have been the benchmark over all periods shown.
Portfolio
Performance
Investment commentary
Check out our latest fund commentary for the financial year ended 30 June, 2026
Case studies
Explore the case studies below to learn more about some of the places we're invested in.
Resources
Ways to invest
Directly with Australian Ethical
Complete our online or paper application form. You may be asked for your IDs for verification purposes.
Apply now
Through a platform
You could also invest through a range of platforms, which are typically used by advisers. If you don’t have an adviser but would like to find one, visit the Responsible Investment Association Australasia or the Financial Planning Association.
See available platforms