Emerald Wrap, which offers an ethical platform for Responsible investing (RI), has extended its investment offering in the fixed interest space by adding the Australian Unity’s Altius Sustainable Bond Fund.

Altius’ investment strategy uses high conviction and high quality trades to exploit the mispricing of bonds at all stages of the economic cycle. An ethical overlay is applied to the corporate bond market to ensure issuing companies involved in any activities that fall into the categories outlined by the fund sustainability screen are excluded from the fund universe.

George Lucas, CEO of Emerald Wrap, says the extension of this fixed interest option is a great opportunity for investors looking for a fixed income fund that considers Environmental, Social and Governance issues.

“The fund will be available on all of Emerald Wrap’s investment services

including pensions and super funds offerings,” he said.

“The feedback we are getting from advisers is that more of their clients want an ethical foundation to their investments. We are finding that there is an increasing demand for socially responsible bond fund to compliment the increasing number of socially responsible equity funds.”

The Fund has an investment objective to outperform (before fees) the better of the Bloomberg AusBond Composite Bond 0+ Years Index +1%p.a. and the RBA cash rate through a cycle.

Altius is a joint venture partner with Australian Unity Investments and is the investment manager of the Fund. It takes a diversified approach to fixed interest funds management, combining both credit and duration strategies, and seeks to optimise returns for investors in all market conditions.

Lucas says that he is confident that the wrap, which was established in August 2011, will grow substantially as interest in social responsible investing increase. Since December we have seen our FUM grow by around 30%

Lucas says: “It is our goal to continue to develop a better products for advisers and their clients by extending Australia’s first dedicated RI wrap platform that has all the features advisers want – transparency, cost-effectiveness, control, usability and superior administration.”

About

The Emerald Club mentors and supports a community of financial advisers who encourage Australian investors to profit by supporting responsible businesses with values which align with their own, for the benefit of our collective future.

More info: http://theemeraldwrap.com.au/about/the-emerald-club/the_emerald_club/#sthash.qs9AHcTl.dpuf

For more information please contact:

Simrita Virk at Shed Media

M: 0434531172

E: svirk@shedmedia.com.au

March 16, 2015

Australian Unity’s Altius Sustainable Bond Fund included on Emerald Wrap

Emerald Wrap, which offers an ethical platform for Responsible investing (RI), has extended its investment offering in the fixed interest space by adding the Australian Unity’s […]
March 9, 2015

Record year for Aussie Private Equity Market

Record number of PE realisations; and most PE-backed IPOs; highest distributions to LPs The Australian Private Equity market is in excellent shape with many records posted […]
March 9, 2015

IGR stresses need to get super policy settings right

The 2015 Intergenerational Report (IGR) highlights the critical importance of ensuring that the superannuation system can provide income streams for people to fund their retirement, says […]
March 8, 2015

Superabundant Capital, record low interest rates

Superabundant Capital, record low interest rates cut two ways for the private equity industry, making 2014 a great time to be a seller, but challenging to […]
February 20, 2015

PM Capital Global Opportunities Fund Limited (ASX:PGF) Announces Strong First Half Result

ASX listed investment company, PM Capital Global Opportunities Fund Limited (ASX: PGF), posted strong growth in its first half financial year results, with earnings per share […]