Wealth News and Insights

It’s been a year of significant progress for Wealth & Capital Markets with a selection of key highlights.

Over the years, Australian Unity has obtained ratings, awards and recommendations for its actively managed funds.

Australian Unity has signed a $50 million sustainability linked loan (SLL), linked to performance against the company's Community and Social Value (CSV) Framework.

Share markets surged in November following a flat October US CPI print and hints from the US Federal Reserve that the hiking cycle may have ended.

Hear how the Australian Unity Specialist Disability Accommodation Fund helps communities to thrive with key partnerships to provide much-needed housing for end-user Participants.

The below is intended as general market commentary only and is not intended as, and does not constitute, advice of any kind. No liability is accepted for any action taken based on the below or for any loss suffered as a result of reliance on the same.

The below is intended as general market commentary only and is not intended as, and does not constitute, advice of any kind. No liability is accepted for any action taken based on the below or for any loss suffered as a result of reliance on the same.

New Responsible Investment Report reveals financial markets in Australia are embracing ESG and responsible investment

In the heart of Moonee Ponds, a vibrant suburb of Melbourne, a transformation has taken place for Mark Miljons-Rostoks, a vivacious individual with an affinity for writing and blogging.

Our Wealth & Capital Markets platform exists to link Australian Unity’s valuable efforts in helping Australians secure their financial wellbeing with the social, capital and infrastructure needs of their communities.

Matthew Moore, Head of Responsible Investment and Stewardship - Wealth & Capital Markets helps Australian Unity drive our social impact through responsible investment, by taking environmental, social and governance (ESG) issues into account when deciding which companies to invest in.

Share markets saw robust gains during June despite bond yields rising.