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1 year p.a.
Since Inception p.a.
Outperform benchmark after fees over rolling 1-year periods.
RBA cash rate
6 months
Very low
1 July 2020
$109.005m (as at 31 March 2025)
UGF5688AU
$500,000
Half yearly (30 June, 31 December)
0.3% p.a.1
N/A
Anytime by BPAY or recurring direct debit
Daily with funds generally available within the next business day2
National Australia Bank
Bendigo Bank
Westpac Banking Corporation
BankVic
Bank of Queensland
As at 31 December 2024
1 July 2020
1 July 2020
1 July 2020
1 July 2020
Past performance is not indicative of future performance.
Performance figures stated ending 31 December 2022 were overstated by 0.07% 3months, 0.08% 6months, 0.09% 1year and 0.04% Since Inception due to a calculation error. These have now been corrected in the above table.
†Based on exit price with distributions reinvested, and are net of all fees.
*Reserve Bank of Australia cash rate.
Our quarterly performance reports include fund performance, an asset allocation breakdown and commentary from portfolio managers.
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
