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 Uniting Ethical Australian Equities Trust


The Uniting Ethical Australian Equities Trust has been designed for the long-term investor, with investments primarily in Australian equities. Although it has been structured for long-term capital growth, funds are available within 24 hours1.


 
​​Who can invest?​
  • ​Personal investors
  • Trustees (including superannuation trustees)
  • Companies
  • Partnerships
Minimum investment​$1,000 2
​Fees 3​Nil
​Income distributionsHalf yearly (30 June, 31 December)
Additional investments​Anytime by electronic transfer, direct debit​ or cheque.
​RedemptionsAvailable within 24 hours 1


Where is my money invested?

The Uniting Ethical Australian Equities Trust invests in line with our Ethical Investment Guidelines​.​​

Download Application Form  


More Information

 

Registered APIR code for this product: ​UGF0001AU​

Online access to your accounts - Online Investor


 
1  Requests received before 3.00 p.m. will be processed the following business day.
2  Minimum investment in the fund is $1,000 with Regular Investment Plan. If applying without this plan, the fund's minimum investment is $2,000.
3 No fees for establishment, contributions, redemptions or exit. Management costs apply
Transaction prices for
Entry Price
Exit Price

Download Application Form

 ‭(Hidden)‬ How to Apply

  1. View the Uniting Ethical Australian Equities Trust Offer Document.
  2. Instructions for completion of the Application Form can be found within the Offer Document.
  3. Complete the forms and return to: UCA Funds Management, 130 Little Collins Street, Melbourne, VIC, 3000.
  4. Appropriate certified identification documents need to be attached to the application form and returned to our office either by post or in person.
  5. For questions regarding opening an account or to request a printed copy of the Uniting Ethical Australian Equities Trust Product Disclosure Statement please contact us on 1800 996 888.