Our mission is your missionEthical investment experts for not-for-profits and faith-based organisations
We understand as a not-for-profit or faith-based organisation you need an investment to not only perform but also to support and align with your mission. We have developed a number of specialist investment options specifically designed for you. Our integrated Ethical Investment Policy also ensures your investment is managed ethically – because like you, we are committed to a better world.
In an effort to assist you in navigating this decision, we have developed a technical paper that takes you through five steps to analyse your organisation’s investment needs and find your appropriate asset allocation mix.
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This web page dated November 2017 is issued by UCA Cash Management Fund Limited for the UCA Enhanced Cash Portfolio, UCA Growth Fund Limited for the UCA Growth Portfolio and UCA Growth Fund Limited for the UCA Australian Equities Portfolio (the Portfolio). UCA Funds Management (a registered business name of UCA Funds Management Limited ABN 46 102 469 821 AFSL 294147) is the Manager and Administrator of the Portfolio.
The information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in any fund of which UCA Funds Management is the Manager, Trustee or Responsible Entity (UCAFM Funds). This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. You should also consider the relevant Product Disclosure Statement (PDS) or Offer Document which can be found on our website www.ucafunds.com.au or by calling us on 1800 996 888.
UCA Funds Management may receive management costs from the UCAFM Funds, see the current PDS or Offer Document. UCA Funds Management, their affiliates and associates accept no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. All investments carry risks. There can be no assurance that any UCAFM Fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in any UCAFM Fund.
The Portfolio is not prudentially supervised by the Australian Prudential Regulation Authority (APRA). Therefore, an investor in the Portfolio will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959. The Portfolio is listed as a religious charitable development fund in APRA's Banking Exemption. Investments in the Portfolio are intended to be a means for investors to support the charitable purposes of the Portfolio. Investments in the Portfolio are intended to be a means for investors to support the charitable purposes of the Portfolio.
Past UCAFM Fund performance is not indicative of future performance.