Step 1
Read through offer documents and download the Investment application form. New clients will also need to complete the relevant Know Your Client (KYC) form.
A managed fund with investments including cash and cash equivalents.
To generate income and maintain capital stability while limiting harm and creating positive impact through the implementation of U Ethical’s ethical investment policy.
Compare favourably with comparable cash management trusts.
Outperform benchmark after fees over rolling 1-year periods.
$500,000
0.3% p.a.1
N/A
Half yearly (30 June, 31 December)
Anytime by electronic transfer or direct debit
Daily with funds generally available within the next business day2
UGF5688AU
1 July 2020
RBA cash rate
Period To | Cash cents per unit paid | Non-cash cents per unit paid | Total distribution cents per unit |
---|---|---|---|
31 December 2020 | 0.27 | N/A | 0.27 |
For the full break down of all individual income components please refer to your tax statement
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Read through offer documents and download the Investment application form. New clients will also need to complete the relevant Know Your Client (KYC) form.
Send in completed form(s) and certified identification by email to info@uethical.com, mail or in person to: U Ethical, Level 6, 130 Lonsdale Street, Melbourne VIC 3000.
We’ll complete your account set up, issue your online portal access send confirmation notice of your investment.