Skip Ribbon Commands
Skip to main content
Sign In

 Ethical Investment Guidelines


UCA Funds Management invests within the ethical investment guidelines of the Uniting Church in Australia, Synod of Victoria and Tasmania. The majority of our investments are in companies which are considered to be neutral in terms of the positive and negative screens. Such investments are made on the basis of investment criteria, which assist us to exercise good stewardship and provide a reliable source of income and capital growth for UCA Funds Management's clients. ​

Negative Screening

Negative screening involves the analysis of a company’s products, services and practices that could have a negative effect on society or the environment. UCA Funds Management avoids investing in companies who:

  • Cause or perpetuate injustice and suffering

  • Infringe human rights

  • Cause unacceptable damage to the natural environment

  • Have unacceptable environmental management practices

  • Support oppressive regimes

  • Have unacceptable occupational health and safety practices

  The following industries are also excluded due to their negative impact:
  • Armaments​

  • Uranium

  • Gambling

  • Alcohol production

  • Tobacco manufacturing

  • Pornography

  • Thermal coal mining and exports

  • Unconventional oil and gas extraction

View our Excluded Companies List

Positive screening

UCA Funds Management seeks to invest in companies which promote human welfare, dignity and respect, and for the general good. This includes companies whose products, services and practices enhance health and welfare, and that preserve the environment. Industry examples considered a positive effect include companies involved in:

  • Clean energy

  • Recycling

  • Employment

  • Health Care

  • Community Services

View our Ethical Investment Policy​.

 

 RIAA Information

UCA Funds Management has been certified by the Responsible Investment Association Australasia according to the strict disclosure practices required under the SRI Certification Program.

See www.responsibleinvestment.org for details.