A UCA Funds Management Funeral Fund account is a simple way to make sure there’s no burden on the ones who are left behind.
The investment and accumulated interest earned by your Funeral Fund will be put towards the funeral expenses. The executor simply presents the invoices or proof of payment of such invoices for your funeral expenses to UCA Funds Management and any remaining balance will be paid into your estate.
| Who can invest? | Personal investors (individual investors only) |
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| Minimum investment | $100 |
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| Fees 1 | Nil
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| Income distributions | Half yearly (30 June, 31 December) |
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| Additional investments | Anytime by electronic transfer, direct debit or cheque |
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| Maximum investment amount | Indexed annually (Check current amount)
Funeral Fund investments are exempt from the assets test. For more information, please see the Offer Document or the Social Security Law website |
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Where is my money invested?
The Funeral Fund invests directly in the UCA Enhanced Cash Portfolio, in line with our Ethical Investment Guidelines.
More Information
1 No fees for establishment, contributions, redemptions or exit. Management costs apply