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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 April 2017

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​Strong run in equities continues, although valuations looking more stretched

Despite political uncertainty in the US, equities markets have remained strong. However, how does this impact domestic markets and the economic outlook? Senior Investment Analyst Jon Fernie discusses.

Time for caution

​Investment market commentary has been dominated by fears of overvalued growth assets - residential property in particular. Chief Executive Officer Michael Walsh discusses how these factors impact UCA Funds Management investment strategy.

> Read more​


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​Everyday products in your portfolio

You may not realise just how much your day to day spending is with companies held in an ethical investment portfolio.

> Read more​


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New appointments

Our Investment Team is expanding to improve investment analysis and communications. We are proud to welcome Matthew Ball and Bridgette McDonald.

> Read more​​


​CAPE - a measure of share market value over the economic cycle

Can company earnings continue to expand? Investment Specialist Bridgette McDonald discusses how to measure if a share market is fundamentally overvalued.​


> Read more


Upcoming events

We have a number of upcoming events in April and May, including the Not-for-profit Budget Breakfast on 16 May 2017.

> Explore upcoming events
> Find out more about Budget Breakfast




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