UCA Australian Equities Portfolio
Portfolio Profile
The UCA Australian Equities Portfolio is an ethical Australian equities fund which invests in a portfolio of Australian equities, listed property trusts and cash and fixed interest securities. Its objective is to produce a return of 3-5% ahead of inflation over any five year period. Please refer to table below for annualised total returns since inception.
Unit prices fluctuate to reflect changes in value of the underlying assets.
UCA Australian Equities Portfolio
Annualised total returns to 31 December 2011
Key Features
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Investments are at call
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Unit prices are calculated daily
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Income distributed twice yearly to unit holders at 30 June and 31 December
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Withdrawal requests received by 3.00 pm will be processed on the next business day
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Withdrawals available by EFT or cheque
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Deposits can be made by cheque, by EFT using internet banking or at Westpac branches using encoded deposit books
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Income distributions are net of all fees
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ICR limited to no more than 1% (currently 0.75%)
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No entry, exit or transaction fees (apart from buy/sell spread)
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