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 Funds Management News

​Funds Management News (FMN) is a free quarterly newsletter, with investment commentary, ethical news and developments, investment information and quarterly fund performance.​​​

FMN January 2017


​Equity markets deliver solid returns in

2016 despite a bumpy ride

Senior Investment Analyst Jon Fernie reflects on the past 12 months and discusses the economic o​utlook for 2017.​

What could 2017 bring?​

A time-honoured tradition is to commence a new year with a fresh perspective. The fact is, however, very little has changed in recent times in terms of the long-term fundamentals for investors.

> Read more​

​Portfolios receive five-star sustainability rating

Two portfolios receive a five-star sustainability rating from rating agency Morningstar - surpassing many of our competitors in the ethical funds management space.

> Read more​


Investment Team update

Chief Executive Officer Michael Walsh has recently taken on a more active role in the day-to-day leadership of the investment team.

> Read more​​

​Upcoming investment update webinar:
2 March 2017

Hear first-hand from the Investment Team about fund performance, the economic outlook, and developments in the ethical space.

> View this meeting's agenda items
> Register for this event

We welcome your feedback

Recently we invited you to take part in the biennial client survey about our products and services. This year we also ask about recent changes to performance reporting and other initiatives introduced last year.​

> Take the survey

Upcoming event of interest: The 64th Blake Art Prize​

Proudly sponsored by UCA Funds Management, we invite you to explore the exhibition of one of Australia's longest standing art prizes for spiritual art.

> Read more

​New and improved Registered Signatories Form

We now have a single universal form to change registered signatures for all funds.​

> Read more
> Download the new form

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