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 Disclaimer

This website is provided by UCA Funds Management (a registered business name of UCA Funds Management Limited ABN 46 102 469 821 AFSL 294147) in relation to the Uniting Ethical Australian Equities Trust, the Uniting Ethical Enhanced Cash Trust, the UCA Enhanced Cash Portfolio, the UCA Growth Portfolio, the UCA Growth Portfolio and the Funeral Fund (the UCAFM Funds).

The information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in any UCAFM Fund of which UCA Funds Management is the Manager, Administrator, Issuer, Trustee or Responsible Entity. This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. You should also consider the relevant Product Disclosure Statement (PDS) or Offer Document which can be found on our website www.ucafunds.com.au or by calling us on 1800 996 888.

UCA Funds Management may receive management costs from the UCAFM Funds, see the current PDS or Offer Document. UCA Funds Management, their affiliates and associates accept no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. All investments carry risks. There can be no assurance that any UCAFM Fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in any UCAFM Fund. 

Past UCAFM Fund performance is not indicative of future performance.

UCA Growth Portfolio, UCA Enhanced Cash Portfolio and UCA Enhanced Cash Portfolio

The UCA Funds Management Portfolios are not prudentially supervised by the Australian Prudential Regulation Authority (APRA). Therefore, an investor in the Portfolios will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959. The Portfolios are listed as religious charitable development funds in APRA’s Banking Exemption. Investments in the Portfolios will be used to support the charitable purposes of the Portfolio. 

UCA Cash Mangement Limited (UCA Cash) and UCA Growth Fund Limited (UCA Growth) are required to notify investors that the debentures in the Portfolios and their offering, are not subject to the usual protections for investors under the Corporations Act or regulation by ASIC and have not been approved or examined by ASIC. Investors in the Portfolios may be unable to get some or all of their money back when the investor expects or at all. Investment in the Portfolios is not comparable to investments with banks, finance companies or fund managers.

UCA Enhanced Cash Portfolio Issued by UCA Cash Management Fund Limited ABN 41 075 948 444. 

UCA Growth Portfolio and UCA Australian Equities Portfolio Issued by UCA Growth Fund Limited ABN 39 075 948 435.

UCA Growth and UCA Cash rely on the exemptions under section 5(1) and 5(2) of ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813.

Uniting Ethical Enhanced Cash Trust and Uniting Ethical Australian Equities Trust

Uniting Ethical Australian Equities Trust and the Uniting Ethical Enhanced Cash Trust Issued and Managed by UCA Funds Management Limited ABN 46 102 469 821 AFSL 294147 as Responsible Entity.​​

Funeral Fund

The Funeral Fund is not prudentially supervised by the Australian Prudential Regulation Authority (APRA). Therefore, an investor in the Funeral Fund will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959. The Funeral Fund is listed as a religious charitable development fund in APRA's Banking Exemption. Investments in the Funeral Fund will be used to support the charitable purposes of the Funeral Fund. ​

UCA Funds Management is required to notify investors that interests in the Funeral Fund and their offering, are not subject to the usual protections for investors under the Corporations Act or regulation by ASIC and have not been approved or examined by ASIC. Investors in the Funeral Fund may be unable to get some or all of their money back when the investor expects or at all. Investment in the Funeral Fund is not comparable to investments with banks, finance companies or fund managers.​

UCA Funds Management Limited relies on the exemption under section 5(1) of ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813 in relation to the operation of the Funeral Fund. The Funeral Fund is Managed by UCA Funds Management.