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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 Winter 2018

​​Economic Update

​​Prospects of a coming recession  ... or is it fake news

Even as economic and geo-political noise heightens market uncertainty and volatility, Australia has seen encouraging stable employment growth and yet another month of interest rates on hold. But how do these factors and more inform our investment strategy?               

​​​CEO update

​CEO Update: What does ‘better investments’ mean?

Chief Executive Officer Mathew Browning dives deep into what UCA Funds Management means with our ‘better investments’ philosophy. Think seeking out companies that are doing the right thing, and looking past the surface to illuminate a company’s entire supply chain, for a start …

> Read more​


​​Ethical Corner

​UCA Funds Management joins the B Corp Community
As an ethical funds manager, UCA Funds Management’s every move is for good. But we’ve taken this one step further and gone official: gaining certification recently as a B Corporation. What does this mean for you as an investor?
> Read more

Responsible Banking

Banking royal commission update
With the Banking Royal Commission uncovering several concerning industry practices and trends, UCA Funds Management has been engaging with Australia’s major banks about improvements to policies and practices.

> Read more

​​The oath

​​Trust, honour and responsibility: not just nice words

In the name of transparent, authentic investment, UCA Funds Management’s entire team signed the Banking and Finance Oath in June. Find out what this means for the company, and for you as investors.


 
 
 
Budget Breakfast

​What's in your statement?

It’s a statement-heavy time of year, and you might wonder the difference between the statements that you receive from UCA Funds Management, and why each is important. We’ve broken down everything you need to know in a simple interview with Jeffrey Su, our Funds Management Administrator.

> Read more


Missed the briefing?

​Missed the briefing?

UCA Funds Management held our annual investor briefing on 9 August, running two sessions. With guest speakers Sarah Barker of MinterEllison and Mindy Leow of B Lab Australia and New Zealand, investors were treated to plenty of information. If you missed out, here’s how to catch up.


 
> View this newsletter as a PDF​​ ​​​​​​

 



 

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