Altius fixed income funds
Specialists in sustainable cash and fixed income management
About Altius
Altius Asset Management are specialists in fixed income fund management.
Acquired by Australian Ethical in September 2024, Altius actively manage diverse portfolios of Australian and New Zealand cash and fixed interest securities, aiming to provide clients with stable income and low capital volatility.
Altius applies a comprehensive environmental, social and governance (ESG) framework to assess debt issuers and build sustainable investment portfolios for investors.
Why invest in fixed income funds
Fixed income funds can play an important role in any portfolio and aim to deliver stable returns with lower volatility.
Stable income
Income returns are stable and paid at regular intervals, normally monthly or quarterly.
Defensive assets
In times of volatility and irrational markets, having a defensive allocation to cash and fixed interest investments can help protect against capital losses.
Diversification
Adding a cash and fixed interest fund to your portfolio can help to protect against market volatility and share market instability.
Insights from Bill
In this video, Bill Bovingdon, Head of Fixed Income, discusses our unique approach to fixed income investing through the Altius Green Bond Fund.
We're proud that our Altius Green Bond Fund, Altius Sustainable Bond Fund, and Altius Sustainable Short-Term Income Fund have been rated "Recommended" by Zenith Investment Partners1.
Our fixed income funds
Meet the team
Altius fixed income investment team
A specialist team with an enviable track record in cash and fixed interest income management, managing a range of portfolios of Australian and New Zealand securities, which aim to deliver clients with income distributions coupled with low capital volatility.
Meet the investment teamAltius advisory forum
The Altius team are supported by an investment advisory forum and a sustainability advisory forum.
Learn moreRecognised for quality
Responsible Investment Association Australasia
Responsible Investment Leader 2024
Hedge Funds Rock and the Alternative Investment Awards
Nominated for Best Alternative Fixed Income and Credit Fund 2023
Zenith Investment Partners
Rating applies to the Altius Green Bond Fund, Altius Sustainable Bond Fund, and Altius Sustainable Short Term Income Fund
Get in touch
Contact a member of our Adviser Relationship Team if you would like to learn more about Altius’s range of sustainable cash and fixed interest funds.
Units in the Altius Sustainable Short Term Income Fund (ARSN 606 111 166) (ASSTIF) and Altius Green Bond (ARSN 648 842 371) (AGBF), and Altius Sustainable Bond Fund (ARSN 601 618 179) (ASBF) are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949) (Australian Ethical) in its capacity as the Responsible Entity of the ASSTIF, AGBF and ASBF. The Product Disclosure Statements are available at altiusam.com or by calling our Adviser Services team on 1800 649 033.
Australian Ethical and Australian Unity Group Services Pty Ltd (Australian Unity) have entered into a Transition Services Agreement for Australian Unity to provide services to Australian Ethical to support Altius investors and advisers.
Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the current Product Disclosure Statement, Additional Information Document and Target Market Determination available and seek professional financial and taxation advice.
This information is intended for recipients in Australia only.
1 The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating AUS9041AU Altius Green Bond Fund, AUS0071AU Altius Sustainable Bond Fund, AUS1392AU Altius Sustainable Short Term Income Fund assigned June 2025 referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.