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A diversified portfolio of income generating investments including cash, short-dated deposits, bonds, hybrid securities, mortgages and impact loans.
Aims to generate income in excess of short-term interest rates in accordance with U Ethical’s ethical investment policy and ethical investment and stewardship approach.
Outperform benchmark after fees over rolling 3-year periods.
50% Bloomberg AusBond Bank Bill Index
50% Bloomberg AusBond Composite 0+Yr Index
3 to 5 years
Medium
1 July 2020
$37.211m (as at 31 May 2025)
UGF8935AU
$500,000
Half yearly (30 June, 31 December)
Estimated up to 0.70% p.a.1
0.20% / 0.20%
Anytime by BPAY or recurring direct debit
Each business day2
Commonwealth Bank of Australia
National Australia Bank
Macquarie Group
Westpac Banking Corporation
Australia & New Zealand Banking Group
As at 31 March 2025
Our quarterly performance reports include fund performance, an asset allocation breakdown and commentary from portfolio managers.
With an experienced team and a commitment to ethical investing, U Ethical is dedicated to creating long-term value for clients.
If you would like to know more please get in touch.
The information provided is general information only. Before acquiring a U Ethical product, you should read the disclosure document(s) for the product and seek independent advice to ensure it is appropriate for your particular objectives, financial situation and needs.
The disclosure documents are available from this website and contain details of the issuer of each product. U Ethical is a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147.
We acknowledge Aboriginal and Torres Strait Islander peoples as the traditional owners and original custodians of the lands and waters on which we all live and work. We pay our respects to Elders past and present.
©2024 Uniting Ethical Investors Limited
