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Managed Funds
All managed funds (except Altius)
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Managed Funds financial statements
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Report Type
Annual
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Year
FY25
FY24
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FY22
FY21
FY20
FY19
FY18
FY17
FY16
FY15
FY14
FY13
June 2025
2025 Managed Fund Annual Report – Altius Green Bond Fund
PDF (1.36 MB)
2025 Managed Fund Annual Report – Altius Sustainable Bond Fund
PDF (723.5 KB)
2025 Managed Fund Annual Report – Altius Sustainable Short Term Income Fund
PDF (463.34 KB)
2025 Managed Fund Annual Report – Altius Wholesale Cash Fund
PDF (635.9 KB)
2025 Managed Fund Annual Report – Australian Ethical Infrastructure Debt Fund
PDF (683.82 KB)
2025 Managed Fund Annual Report – Ausralian Shares Fund
PDF (750.92 KB)
2025 Managed Fund Annual Report – Balanced Fund
PDF (472.14 KB)
2025 Managed Fund Annual Report – Conservative Fund
PDF (544.19 KB)
2025 Managed Fund Annual Report – Diversified Shares Fund
PDF (633.39 KB)
2025 Managed Fund Annual Report – Emerging Companies Fund
PDF (784.2 KB)
2025 Managed Fund Annual Report – Fixed Interest Fund
PDF (508.49 KB)
2025 Managed Fund Annual Report – High Conviction Fund
PDF (667.58 KB)
2025 Managed Fund Annual Report – High Growth Fund
PDF (684.4 KB)
2025 Managed Fund Annual Report – Income Fund
PDF (625.23 KB)
2025 Managed Fund Annual Report – International Shares Fund
PDF (456.77 KB)
2025 Managed Fund Annual Report – Moderate Fund
PDF (1017.37 KB)
December 2024
2024 Managed Fund Interim Report – Altius Sustainable Bond Fund
PDF (823.18 KB)
2024 Managed Fund Interim Report – Australian Shares Fund
PDF (730.34 KB)
2024 Managed Fund Interim Report – Balanced Fund
PDF (492.98 KB)
2024 Managed Fund Interim Report – Diversified Shares Fund
PDF (586.54 KB)
2024 Managed Fund Interim Report – Emerging Companies Fund
PDF (737.33 KB)
2024 Managed Fund Interim Report – Fixed Interest Fund
PDF (503.02 KB)
2024 Managed Fund Interim Report – High Conviction Fund
PDF (571.3 KB)
2024 Managed Fund Interim Report – High Growth Fund
PDF (705.33 KB)
2024 Managed Fund Interim Report – Income Fund
PDF (609.21 KB)
2024 Managed Fund Interim Report – International Shares Fund
PDF (449.91 KB)
June 2024
2024 Managed Fund Annual Report – Australian Shares Fund
PDF (1.16 MB)
2024 Managed Fund Annual Report – Australian Ethical Infrastructure Debt Fund
PDF (910.11 KB)
2024 Managed Fund Annual Report – Balanced Fund
PDF (995.98 KB)
2024 Managed Fund Annual Report – Conservative Fund
PDF (997 KB)
2024 Managed Fund Annual Report – Diversified Shares Fund
PDF (1.07 MB)
2024 Managed Fund Annual Report – Emerging Companies Fund
PDF (1.2 MB)
2024 Managed Fund Annual Report – Fixed Interest Fund
PDF (894.42 KB)
2024 Managed Fund Annual Report – High Conviction Fund
PDF (1.04 MB)
2024 Managed Fund Annual Report – High Growth Fund
PDF (1.17 MB)
2024 Managed Fund Annual Report – Income Fund
PDF (1.02 MB)
2024 Managed Fund Annual Report – International Shares Fund
PDF (928.12 KB)
2024 Managed Fund Annual Report – Moderate Fund
PDF (1.46 MB)
December 2023
2023 Managed Fund Interim Report - Australian Shares Fund
PDF (990.19 KB)
2023 Managed Fund Interim Report - Balanced Fund
PDF (774.21 KB)
2023 Managed Fund Interim Report - Diversified Shares Fund
PDF (843.45 KB)
2023 Managed Fund Interim Report - Emerging Companies Fund
PDF (968.94 KB)
2023 Managed Fund Interim Report - Fixed Interest Fund
PDF (809.58 KB)
2023 Managed Fund Interim Report - High Conviction Fund
PDF (780.52 KB)
2023 Managed Fund Interim Report - High Growth Fund
PDF (982.08 KB)
2023 Managed Fund Interim Report - Income Fund
PDF (887.81 KB)
2023 Managed Fund Interim Report - International Shares Fund
PDF (710.82 KB)
June 2023
2023 Managed Fund Annual Report – Emerging Companies Fund
PDF (4.69 MB)
2023 Managed Fund Annual Report – Australian Shares Fund
PDF (4.77 MB)
2023 Managed Fund Annual Report – International Shares Fund
PDF (4.49 MB)
2023 Managed Fund Annual Report – Diversified Shares Fund
PDF (4.85 MB)
2023 Managed Fund Annual Report – Balanced Fund
PDF (5.02 MB)
2023 Managed Fund Annual Report – High Growth Fund
PDF (5.13 MB)
2023 Managed Fund Annual Report – Income Fund
PDF (4.4 MB)
2023 Managed Fund Annual Report – Fixed Interest Fund
PDF (4.15 MB)
2023 Managed Fund Annual Report – High Conviction Fund
PDF (951.06 KB)
December 2022
2022 Managed Fund Interim Report - Emerging Companies Fund
PDF (2.67 MB)
2022 Managed Fund Interim Report - Australian Shares Fund
PDF (2.71 MB)
2022 Managed Fund Interim Report - International Shares Fund
PDF (2.81 MB)
2022 Managed Fund Interim Report - Diversified Shares Fund
PDF (2.88 MB)
2022 Managed Fund Interim Report - Balanced Fund
PDF (3.08 MB)
2022 Managed Fund Interim Report - High Growth Fund
PDF (3.07 MB)
2022 Managed Fund Interim Report - Income Fund
PDF (2.57 MB)
2022 Managed Fund Interim Report - Fixed Interest Fund
PDF (2.36 MB)
2022 Managed Fund Interim Report - High Conviction Fund
PDF (2.72 MB)
December 2021
2021 Managed Fund Interim Report - Emerging Companies Fund
PDF (2.55 MB)
2021 Managed Fund Interim Report - Australian Shares Fund
PDF (2.44 MB)
2021 Managed Fund Interim Report - International Shares Fund
PDF (2.54 MB)
2021 Managed Fund Interim Report - Diversified Shares Fund
PDF (2.61 MB)
2021 Managed Fund Interim Report - Balanced Fund
PDF (2.59 MB)
2021 Managed Fund Interim Report - High Growth Fund
PDF (2.54 MB)
2021 Managed Fund Interim Report - Income Fund
PDF (2.49 MB)
2021 Managed Fund Interim Report - Fixed Interest Fund
PDF (2.33 MB)
June 2022
2022 Managed Fund Annual Report – Emerging Companies Fund
PDF (5.59 MB)
2022 Managed Fund Annual Report – Australian Shares Fund
PDF (5.44 MB)
2022 Managed Fund Annual Report – International Shares Fund
PDF (5.43 MB)
2022 Managed Fund Annual Report – Diversified Shares Fund
PDF (5.74 MB)
2022 Managed Fund Annual Report – Balanced Fund
PDF (6.22 MB)
2022 Managed Fund Annual Report – High Growth Fund
PDF (5.71 MB)
2022 Managed Fund Annual Report – Income Fund
PDF (5.21 MB)
2022 Managed Fund Annual Report – Fixed Interest Fund
PDF (4.33 MB)
2022 Managed Fund Annual Report – High Conviction Fund
PDF (4.34 MB)
June 2021
2021 Managed Fund Annual Report – Emerging Companies Fund
PDF
2021 Managed Fund Annual Report – Australian Shares Fund
PDF
2021 Managed Fund Annual Report – International Shares Fund
PDF
2021 Managed Fund Annual Report – Diversified Shares Fund
PDF
2021 Managed Fund Annual Report – Balanced Fund
PDF
2021 Managed Fund Annual Report – Advocacy Fund
PDF
2021 Managed Fund Annual Report – Income Fund
PDF
2021 Managed Fund Annual Report – Fixed Interest Fund
PDF
June 2020
2020 Managed Fund Annual Report – Emerging Companies Fund
PDF
2020 Managed Fund Annual Report – Australian Shares Fund
PDF
2020 Managed Fund Annual Report – International Shares Fund
PDF
2020 Managed Fund Annual Report – Diversified Shares Fund
PDF
2020 Managed Fund Annual Report – Balanced Fund
PDF
2020 Managed Fund Annual Report – Advocacy Fund
PDF
2020 Managed Fund Annual Report – Income Fund
PDF
2020 Managed Fund Annual Report – Fixed Interest Fund
PDF
June 2019
2019 Managed Fund Annual Report – Emerging Companies Fund
PDF
2019 Managed Fund Annual Report – Australian Shares Fund
PDF
2019 Managed Fund Annual Report – International Shares Fund
PDF
2019 Managed Fund Annual Report – Diversified Shares Fund
PDF
2019 Managed Fund Annual Report – Balanced Fund
PDF
2019 Managed Fund Annual Report – Advocacy Fund
PDF
2019 Managed Fund Annual Report – Income Fund
PDF
2019 Managed Fund Annual Report – Fixed Interest Fund
PDF
June 2018
2018 Managed Fund Annual Report – Emerging Companies Fund
PDF
2018 Managed Fund Annual Report – Australian Shares Fund
PDF
2018 Managed Fund Annual Report – International Shares Fund
PDF
2018 Managed Fund Annual Report – Diversified Shares Fund
PDF
2018 Managed Fund Annual Report – Balanced Fund
PDF
2018 Managed Fund Annual Report – Advocacy Fund
PDF
2018 Managed Fund Annual Report – Income Fund
PDF
2018 Managed Fund Annual Report – Fixed Interest Fund
PDF
June 2017
2017 Managed Fund Annual Report – Emerging Companies Fund
PDF
2017 Managed Fund Annual Report – Australian Shares Fund
PDF
2017 Managed Fund Annual Report – International Shares Fund
PDF
2017 Managed Fund Annual Report – Diversified Shares Fund
PDF
2017 Managed Fund Annual Report – Balanced Fund
PDF
2017 Managed Fund Annual Report – Advocacy Fund
PDF
2017 Managed Fund Annual Report – Income Fund (formerly known as Cash Fund)
PDF
2017 Managed Fund Annual Report – Fixed Interest Fund
PDF
June 2016
2016 Managed Fund Annual Report – Emerging Companies Fund
PDF
2016 Managed Fund Annual Report – Australian Shares Fund
PDF
2016 Managed Fund Annual Report – International Shares Fund
PDF
2016 Managed Fund Annual Report – Diversified Shares Fund
PDF
2016 Managed Fund Annual Report – Balanced Fund
PDF
2016 Managed Fund Annual Report – Advocacy Fund
PDF
2016 Managed Fund Annual Report – Cash Fund
PDF
2016 Managed Fund Annual Report – Fixed Interest Fund
PDF
2016 Managed Fund Annual Report – Property Trust
PDF
June 2015
2015 Managed Fund Annual Report – Property Trust
PDF
2015 Managed Fund Annual Report – Australian Shares Fund
PDF
2015 Managed Fund Annual Report – International Shares Fund
PDF
2015 Managed Fund Annual Report – Diversified Shares Fund
PDF
2015 Managed Fund Annual Report – Balanced Fund
PDF
2015 Managed Fund Annual Report – Advocacy Fund
PDF
2015 Managed Fund Annual Report – Cash Fund
PDF
2015 Managed Fund Annual Report – Fixed Interest Fund
PDF
June 2014
2014 Managed Fund Annual Report – Smaller Companies Trust
PDF
2014 Managed Fund Annual Report – Larger Companies Trust
PDF
2014 Managed Fund Annual Report – International Equities Trust
PDF
2014 Managed Fund Annual Report – Property Trust
PDF
2014 Managed Fund Annual Report – Balanced Trust
PDF
2014 Managed Fund Annual Report – Advocacy Fund
PDF
2014 Managed Fund Annual Report – Cash Trust
PDF
2014 Managed Fund Annual Report – Fixed Interest Trust
PDF
June 2013
2013 Managed Fund Annual Report – Smaller Companies Trust
PDF
2013 Managed Fund Annual Report – Larger Companies Trust
PDF
2013 Managed Fund Annual Report – International Equities Trust
PDF
2013 Managed Fund Annual Report – Property Trust
PDF
2013 Managed Fund Annual Report – Balanced Trust
PDF
2013 Managed Fund Annual Report – World Trust
PDF
2013 Managed Fund Annual Report – Income Trust
PDF
2013 Managed Fund Annual Report – Fixed Interest Trust
PDF
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