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Performance as at 31 August 2025
Performance 5 years
Performance since inception
Risk
Minimum recommended investment horizon
9.84%
13.92%
7 – 10 years
Performance 5 years
Performance since inception
Risk
Minimum recommended investment horizon
10.16%
10.82%
7 – 10 years
Performance 5 years
Performance since inception
Risk
Minimum recommended investment horizon
n/a%
17.07%
7 – 10 years
Performance 5 years
Performance since inception
Risk
Minimum recommended investment horizon
9.26%
10.20%
5 years
Performance 5 years
Performance since inception
Risk
Minimum recommended investment horizon
n/a%
4.57%
3-5 years
Performance 5 years
Performance since inception
Risk
Minimum recommended investment horizon
2.26%
6.59%
2 years
Performance as at 31 August 2025
Performance 5 years
Performance since inception
Risk
Minimum recommended investment horizon
8.90%
8.70%
7 – 10 years
Past performance is not indicative of future performance.
*Please refer to the product’s respective Information Memorandum, Product Disclosure Statement or Offer Document for more detailed information.
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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.
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