About Uniting Financial Services

Creating value for you and for the worldUFS Ethical Managed Funds (not for retail investors)

Uniting Financial Services (UFS) has been a leader in the responsible investment space for over 40 years and a signatory to the United Nations’ Principles for Responsible Investment since 2010.   We are committed to contributing to society in more ways than simply allocating capital, thus creating value for both our stakeholders and the broader community. Our ethical funds are available to institutional investors only. We can work with clients ranging from charities and not-for-profits, through to purpose-driven superannuation funds.     Invest in a sustainable future   Our range of three managed funds is designed with values-driven investors in mind.   The 14 principles of our Ethical and ESG Investment policy are aligned with the United Nations’ Sustainable Development Goals (SDGs), so when you invest with us you can be assured that your money is contributing to a more sustainable future.   When we invest, we care about the issues that matter to you. Our managed funds use negative screens, removing fossil fuels, tobacco, illicit drugs, gambling, armaments and pornography. We also use positive screens, investing in companies and industries that have a positive impact on society and the environment.   Our experienced management team also has a strong focus on delivering competitive returns while managing risk, seeking to not only invest sustainably but to deliver sustainable returns too. If you are new to managed fund investing, you may wish to view our Guide to Managed Funds, which contains more information.

Why invest with us?

Experienced managementUFS is one of the pioneers of ethical investing in Australia, including some of Australia’s most experienced ethical investment managers at both the management and governance level. 

EthicalinvestmentYou can invest with peace of mind knowing your money is making a positive social and environmental impact. 

Focus onprotecting capitalWhile striving for competitive long-term returns, the Funds seek to minimise investment losses in potentially adverse investment environments. 

FlexibilityOur funds offer the flexibility to change the asset class mix at any time within specified ranges to take advantage of opportunities or mispricing in markets.   

Careful selectionUFS uses a multi-manager approach, thoroughly vetting managers on a range of measures and undertaking manager visits every six months. 

  CallInvestments and Lending: 1300 133 673Other enquiries: 02 8267 4300

  Emailcontactus@unitingfinancial.com.auWe are here to help.

  Post P.O. Box A2178, Sydney South NSW 1235  

  AddressLevel 10, 222 Pitt Street, Sydney NSW 2000

  Important for you to know Financial services are provided by The Uniting Church (NSW) Trust Association Limited ACN 000 022 480, ABN 89 725 654 978, AFSL 292186 (“UCTAL”) and by The Uniting Church in Australia Property Trust (NSW) ABN 77 005 284 605 (“UCAPT”) (together and separately “Uniting Financial Services”), for The Uniting Church in Australia, Synod of NSW and the ACT (“Synod”), under a s.911A Corporations Act 2001 (Cth.) authorisation and pursuant to APRA Banking Exemption No. 1 of 2021 and ASIC Regulatory Guide 87 and ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813 exemptions. Uniting Financial Services® is a registered trademark of UCTAL used with permission of UCAPT. None of The Uniting Church in Australia, UCAPT and UCTAL is prudentially supervised by APRA. Therefore, investments with or contributions to these Uniting Church organisations will not receive the benefit of the Financial Claims Scheme or the depositor protection provisions in the Banking Act 1959 (Cth.). All financial services and products are designed for investors who wish to promote the religious and charitable purposes of Uniting Financial Services and The Uniting Church in Australia and for whom profit considerations are not of primary importance in their decision to invest. The information on this page has been prepared without considering your objectives, financial situation or needs. You should, before acting on it, consider its appropriateness to your circumstances or refer to the relevant disclosure document. Loan applications are subject to credit approval. Interest rates are subject to change. Fees and charges may apply.