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About the fund

The Fund provides investors with a cost-effective and diversified investment portfolio that provides stable income and some capital growth.

Investment Strategy

The Fund holds a diversified portfolio of investments across the major asset classes. It proactively manages its asset allocation to seek attractive asset classes and avoid unrewarded risks. The Fund invests across a range of active and passive investment managers to achieve improved investor returns, control costs, portfolio turnover and improve tax efficiency.

Why invest?

  • Half yearly distributions
  • Access to a cost-effective, consolidated investment solution that is proactively managed with a strong focus on risk mitigation
  • A combination of income and capital growth
  • Active and passive combination of investments designed to deliver real returns over the long term in a tax and cost efficient manner
  • Access to a wide range of expert, professional investment managers

Fund Features

  • Minimum investment amount: $5,000
  • Minimum investment timeframe: 5 years
  • Fund operating since: December 2012

View our fund performance

Performance
As at -
1 mth % -0.48
3 mth % -3.14
1 yr % pa 2.10
3 yrs % pa 5.44
5 yrs % pa 5.81
Since Inception †‡% pa 6.51

- As at 30 November 2018

* Inception date 31 December 2012.


Ready to Invest?

Application Form

Important Information

Units in this Fund are issued by Australian Unity Funds Management Limited, ABN 60 071 497 115, AFS Licence No. 234454. Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Product Disclosure Statement and seek professional financial and taxation advice. For more information, please visit australianunity.com.au or call our Investor Services team on 1300 590 488. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.

*Australian Unity Financial Advice services are provided by Australian Unity Personal Financial Services Limited, ABN 26 098 725 145, AFS Licence and Australian Credit Licence No. 234459, 114 Albert Road South Melbourne VIC 3205 (AUPFS). AUPFS is a wholly owned subsidiary of Australian Unity Limited. For more information relating to Australian Unity Financial Advice services, you should refer to AUPFS’ Financial Services Guide.

Historical unit price chart assumptions

This chart reflects an exit value at the date shown and is only intended to provide a snapshot of the movements in those prices. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the stated period and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.

Historical performance chart assumptions

This chart assumes a notional investment of $10,000 ($25,000 for wholesale products) and the reinvestments of distributions credited over the period shown. The returns are calculated after fees and expenses, and uses entry to exit prices. It does not allow for any application or exit fees which may apply to an actual client investment. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the period shown and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.

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