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 UCA Australian Equities Portfolio

 
Investing primarily in Australian shares, the UCA Australian Equities Portfolio has been designed specially for not-for-profit and faith-based organisations. It is suited for medium- to long-term investment, with funds available within 24 hours1.


 
​​Who can invest?​​Entities registered as a Tax Concession Charity.
Minimum investment​$500,000 2
​Fees 3​Nil
​Income distributions​Half yearly (30 June, 31 December)
Additional investments​Anytime by electronic transfer, direct debit​ or cheque. 
​RedemptionsAvailable within 24 hours 1


How is my money invested?

The UCA Australian Equities Portfolio invests in line with our Ethical Investment Guidelines​.​​

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More Information


Registered APIR code for this product: UGL0001AU


 

Monthly eBulletins 

1 Requests received before 3.00 p.m. will be processed the following business day
2 Or $1,000 for investors affiliated with The Uniting Church in Australia​​
3  No fees for establishment, contributions, redemptions or exit. Management costs apply

Transaction prices for
23 June 2017
Entry Price$13.5205
Exit Price$13.4397
​​2017 Investor Briefing - register now!


 ‭(Hidden)‬ How to Apply

  1. To view the Offer Document click on the link above and then click on the check box to indicate that you have read and agreed to the conditions of the disclaimer.
  2. Complete the application form at the back of the document and return to: UCA Funds Management,130 Little Collins Street, Melbourne VIC 3000.
  3. Appropriate certified identification documents must be attached to the application form and returned to our office either by post or in person.
  4. If you have any questions regarding opening an account or would like a printed Offer Document mailed out to you, please contact us on 1800 996 888.