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1 year p.a.
Since Inception p.a.
Outperform benchmark after fees over rolling 3-year periods.
3 month Bank Bill Swap Rate +2.5%
3 to 5 years
Medium
1 July 2020
$37.514m (as at 31 March 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 December 2024
1 July 2020
1 July 2020
1 July 2020
1 July 2020
Past performance is not indicative of future performance. Based on exit price with distributions reinvested, and are net of all fees.
*Benchmark is 3 month Bank Bill Swap Rate +2.5%
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
