UCA Funds Management is the financial arm of the Uniting Church in Australia. Our individual and corporate investors include members and non-members of the Uniting Church, as well as not-for-profit organisations and registered charities.
Funds under management are currently in excess of $650 million.
As an ethical fund manager we apply our own set of negative screens, or investment exclusions, against companies involved in the production of tobacco and alcohol, pornography, gambling, uranium mining and armaments. We also positively support the environment and human rights.
UCA Cash Portfolio is ranked #1 by Morningstar* in its category (Australian Cash) over the one, three and five years periods to 30th June, 2010
UCA Growth Portfolio is ranked 39th out of 149 managers over three years and 53/132 over five years to 30th June, 2010 by Morningstar* in the Australia Large Blend category.
UCA Australian Equities Portfolio is ranked 28th out of 149 managers over three years and 37/132 over five years to 30th June, 2010 by Morningstar* in the Australia Large Blend category.
Uniting Growth Fund is ranked 3rd out of 37 managers over three years and 2nd out of 31 over five years to 30th June, 2010 by Morningstar* in the Retail Multisector Aggressive category .
Our management fees go back to the community to support the charitable work of the Uniting Church in Australia.
View our fund and service selection by indicating which type of customer you are:
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Churches & Charities
Registered Charities endorsed by the ATO as Tax Concession Charities. |
Retail
Individuals and other corporate entities. |
Ministers
Ministers of the Uniting Church in Australia in a recognised placement. |
*The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision. The 5 Star Morningstar rating is based on 5 year risk-adjusted returns for the Equity World/Australia category as at 3/04/10. © 2010 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc.), without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant offer document, before making any decision. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.pdf.