1985
One defensive, one growth – to enable the management of its financial assets in an ethical way.
U Ethical is an investment manager with a difference. We believe in creating a better world by investing with purpose—today and into the future.
Our first funds were established in 1985 and over recent years we have grown steadily to become one of the largest ethical investment managers in Australia. We are an autonomous social enterprise of the Uniting Church with an independent board.
We have developed a reputation for our unwavering commitment to ethics-driven performance. Our ethical authenticity is central to who we are not just what we do. We aim to provide our clients with competitive returns. And as a social enterprise, we contribute the majority of our operating surplus to facilitate community and social justice advocacy and community programs.
We are one of only a few investment businesses in Australia to have been certified as a B Corporation, which verifies that we meet the highest standards of social and environmental performance, transparency and accountability. From institutions to individuals, our clients partner with us because we adopt bold positions on important ethical matters. We don’t shy away from holding companies to account on controversial issues.
It’s what we call investing with purpose.
Please follow the links below for why we invest with purpose, what we do and don’t invest in and how we apply a rigorous process to ensure ethical outcomes.
Why? | What? | How? |
Our ethical investment philosophy | Our ethical investment policy | Our ethical investment and stewardship approach |
One defensive, one growth – to enable the management of its financial assets in an ethical way.
To further the mission of the Uniting Church by making an annual community contribution. To date, we have contributed more than $65 million.
Uniting Growth Fund Limited (now U Ethical) is incorporated and granted an Australian Financial Services Licence in 2005.
With a change to the corporate structure, the UCA Funds Management brand is born.
UCA Funds Management reaches $1 billion in funds under management
In a move to expand ethical investing further into the mainstream, UCA Funds Management becomes U Ethical – with a promise to invest with purpose.