By investing ethically you are protecting the world you live in, being an active voice for change, and ensuring a sustainable future for the next generation. You are also investing in your financial future.
In 2016, more than $47 million worth of funds* were generated as income to investors. With a range of investment options available - from individual, joint, child and company accounts - you will be able to invest for whatever future you are working towards. Whether that is retirement, university funds for children, or simply to put aside emergency funds. At the same time you will be making a difference in the world.
> Explore products and services> View the latest fund performance
Together we can make a difference
* For the year ending 31 December 2016
This information dated January 2018 is provided by UCA Funds Management (a registered business name of UCA Funds Management Limited ABN 46 102 469 821 AFSL 294147) in relation to the Uniting Ethical Australian Equities Trust, the Uniting Ethical Enhanced Cash Trust, the UCA Enhanced Cash Portfolio, the UCA Growth Portfolio, the UCA Growth Portfolio and the Funeral Fund (the UCAFM Funds).
The information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in any UCAFM Fund of which UCA Funds Management is the Manager, Administrator, Issuer, Trustee or Responsible Entity. This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. You should also consider the relevant Product Disclosure Statement (PDS) or Offer Document which can be found on our website www.ucafunds.com.au or by calling us on 1800 996 888.
UCA Funds Management may receive management costs from the UCAFM Funds, see the current PDS or Offer Document. UCA Funds Management, their affiliates and associates accept no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. All investments carry risks. There can be no assurance that any UCAFM Fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in any UCAFM Fund.
Past UCAFM Fund performance is not indicative of future performance.
The UCAFM Funds are not prudentially supervised by the Australian Prudential Regulation Authority (APRA). Therefore, an investor in the UCAFM Funds will not receive the benefit of the financial claims scheme or the depositor protection provisions in the Banking Act 1959. The UCA Funds Management Portfolios and the Funeral Fund are listed as a religious charitable development fund in APRA’s Banking Exemption. Investments in the UCAFM Funds are used to support the charitable purposes of the UCAFM Funds.
We are required to notify investors that the debentures in the UCA Funds Management Portfolios and their offering, or interests in the Funeral Fund and their offering, are not subject to the usual protections for investors under the Corporations Act or regulation by ASIC and have not been approved or examined by ASIC. Investors in the UCA Funds Management Portfolios and the Funeral Fund may be unable to get some or all of their money back when the investor expects or at all. Investment in the UCA Funds Management Portfolios and the Funeral Fund is not comparable to investments with banks, finance companies or fund managers.
Uniting Ethical Australian Equities Trust and the Uniting Ethical Enhanced Cash Trust issued and managed by UCA Funds Management Limited ABN 46 102 469 821 AFSL 294147 as Responsible Entity.
UCA Enhanced Cash Portfolio issued by UCA Cash Management Fund Limited ABN 41 075 948 444 (UCA Cash).
UCA Growth Portfolio and UCA Australian Equities Portfolio issued by UCA Growth Fund Limited ABN 39 075 948 435 (UCA Growth).
UCA Growth and UCA Cash rely on the exemptions under section 5(1) and 5(2) of ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813.
UCA Funds Management Limited relies on the exemption under section 5(1) of ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813 in relation to the operation of the Funeral Fund. The Funeral Fund is managed by UCA Funds Management.