The UCA Growth Portfolio is a growth portfolio with a strategic asset allocation designed to achieve income and capital appreciation. As with all portfolios, funds are available within 24 hours1. It is suitable for medium- to long-term investment.
| 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.
|
|---|
| Redemptions | Available within 24 hours 1 |
|---|
How is my money invested?
The UCA Growth Portfolio invests in line with our Ethical Investment Guidelines.
More Information
Registered APIR code for this product: UGL0002AU
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