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 UCA Growth Portfolio

 

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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. 
​RedemptionsAvailable within 24 hours 1


How is my money invested?

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

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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

​​​​2017 Investor Briefing - register now!
Transaction prices for
13 December 2017
Entry Price$5.1847
Exit Price$5.1537

 

 ‭(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.