(APIR UGF0001AU)
Welcome to Uniting Growth Fund, the ethical fund from one of Australia’s oldest ethical investors, UCA Funds Management.
The Fund has a recommended investment timeframe of at least 5 years and has recorded an annualised total return of 0.05%p.a. for the five years to 31 December 2011, and an annualised total return of 7.14% p.a. since its inception date of 7 July 2003 to 31 December 2011.
With an Indirect Cost Ratio of 1.265%p.a., Uniting Growth Fund is a comparatively low cost alternative for Australian investors who wish their investments to be 3600 Ethical.
Uniting Growth Fund
Annualised total returns to 31 December 2011
For information about the Fund Payment refer to the link on the right hand side of this page.
Key features
- Minimum investment $2,000 (or start with an initial deposit of $1,000 and with a regular savings plan of $200 for at least five months)
- Investments are at call
- Units prices are calculated daily
- Income distributed twice yearly to unitholders at 30 June and 31 December
- Withdrawal requests received by 3.00 pm will be processed on the next business day
- Withdrawals available by EFT
- Deposits can be made by cheque, by EFT using internet banking or at Westpac branches using encoded deposit books
- Income distributions are net of all fees
- ICR of 1.265%
- No entry, exit or transaction fees (apart from buy/sell spread)