Wealth News and Insights

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

The Australian Unity Healthcare Property Trust has been awarded a ‘Highly Recommended’ rating from Zenith Investment Partners.

Tesa Arcilla talks about Australian Unity Wealth's approach to property investing. 

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

MARKET SUMMARY for 14th November 2023 AUTHOR: Allan Grant and Ian Holliday

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.

MARKET SUMMARY for 13th September 2023 AUTHOR: Allan Grant and Ian Holliday

Australian businesses are beginning to recognise that focusing on impact - or the societal, environmental, economic, ethical, and sustainability effects their actions have on the world - isn’t just a moral imperative but also a strategic necessity.

The Platypus Australian Equities Fund has been awarded a ‘Recommended’ rating from Lonsec

The Australian Unity Childcare Property Fund (“Fund”) has received a Recommended rating by research house Lonsec following its inaugural product review of the Fund.

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.