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Returns you'll feel good about

Returns you'll feel good about
By Altius
19 November 2021 — 1 minute read

Promoted by Altius

Investments that don't compromise ethics or financial returns.

Investors are increasingly looking for options that align with their personal values, with environmental issues consistently being of the greatest importance and realising that investing ethically doesn’t mean compromising on returns.

Long-term studies of the European and US bond markets* have found that ESG portfolios have performed as well as, if not better than, the market as a whole.

With regulators like APRA telling institutions to consider liability risks associated with environmental, social and governance issues, now’s the time to get on board.

ESG stands for Environmental, Social and Governance – the three key ways to measure the sustainability and societal impact of investments. Using ESG to guide your investments is a great way to support organisations that are doing good in the world – while also building financial security.

We invest ethically, but we also aim to deliver solid income generation coupled with low capital volatility, focusing on absolute returns. We aim for consistently strong results in all Australian market conditions, taking advantage of the mispricing of bonds using our extensive experience.

These products are issued by Australian Unity Funds Management Limited (AUFML) ABN 60 071 497 115, AFS Licence No. 234454. Units in the Funds are issued by AUFML as Responsible Entity for the Fund. The information contained above is not based on the objectives, financial situation or needs of any particular investor. In deciding whether to acquire, continue to hold or dispose of the product you should obtain the

Product Disclosure Statement and consider whether the product is appropriate for you. The website was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not a reliable indicator of future performance.

*Barclays ESG Ratings and Performance of Corporate Bonds 30 April 2019.

Learn More

Altius - Environmental, Social and Governance (ESG) from Australian Unity on Vimeo.

 

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