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View the Summer edition of AUI's Insights 

Current News 

Back to school checklist highlights need for education savings

Although the high costs of a private education are well known, there are still significant expenses at the start of every school year for those using the public education system, at a time when families can probably least afford them, says Matt Walsh, head of Lifeplan Funds Management. Read more

Australian Unity acquires $80 million mortgage funds

Australian Unity Real Estate Investment has successfully acquired Owenlaw Trust Limited, the manager of the $60 million Owenlaw First Mortgage Income Fund and the $20 million Owenlaw Mortgage Trust. Read more

New sustainable bond fund aligns with personal and social values

Altius Asset Management has launched the Altius Sustainable Bond fund, a diversified Australian fixed interest portfolio that is designed to align with investors’ personal and social values without compromising investment returns over the long term. Read more

 

Lifeplan Funds Management 
New investment offer - Altius Sustainable Bond Fund 
 
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