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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 Summer 2018

​​Economic Update

​​Happy new year ... or is it?

Another stellar year of returns in global equity markets has been supported by continued low interest rates. Already this year has proven eventful, with the S&P 500 experiencing the worst fall since 18 August 2001. 

Director Investments James Cook discusses the year that was and the outlook for 2018, as well as our approach to recent market volatility.

​​​Mathew Browning

​Introducing our new Chief Executive Officer: Mathew Browning​

We are pleased to announce the appointment of Mathew Browning as our new Chief Executive Officer and Executive Director.

> Read more


​​Fee squeeze

​Our place in the fees squeeze​
Outgoing Chief Executive Officer Michael Walsh discusses the steps UCA Funds Management has taken in response to the pressure to drop fees through the industry.

> Read more

​Ethical discussion group set to continue in 2018
The Ethical Consulting Group will continue in 2018, with Consumer Finance to be discussed in February. This year we are inviting more investors to join the discussion. Will we see you there?

> Read more
> Read a summary of the last discussion
> Register to join the discussion

Fund rating

​Funds receive Atchison rating

We are pleased to announce the UCA Enhanced Cash Portfolio and the Uniting Ethical Enhanced Cash Trust have received an investment grade rating from Atchison Consultants. What does this mean for you as an investor?​

> Read more


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



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