Bond Fund
Bond Fund
Overview
The Australian Ethical Altius Bond Fund underwent a name change on 1 October 2025. It was previously known as the Australian Ethical Fixed Interest Fund.
To provide exposure to primarily Australian fixed interest securities that meet our Ethical Criteria, generating income with some capital growth potential over the medium to long term.
The Fund aims to track the return of the Bloomberg AusBond Composite 0+ Years Index before taking into account management costs over a 3 year period.
The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily in fixed rate bonds, from issuers such as the Commonwealth and State Governments, banks and other corporate issuers that meet the Australian Ethical Charter.
Fund facts
| Overview | |
|---|---|
|
$85 mil
|
$756 mil
|
|
Fixed Interest
|
Bloomberg AusBond Composite 0+ Years Index
|
|
15/01/2014
|
3 years
|
|
Low to medium
|
AUG0023AU
|
| Fees and costs | |
|---|---|
|
$10,000
|
0.30% 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