About Uniting Financial Services

Investing you can feel good aboutEthical Australian Equity Fund

The Ethical Australian Equity Fund is designed to provide capital growth and regular income over the long term (five-plus years) by investing in a portfolio of Australian listed securities.The Fund seeks to outperform the S&P/ASX 200 Accumulation Index over rolling five-year periods, while minimising loss of capital.

Ethical investing

Experienced team

Active management

Investment Managers

IFM Investors was established more than 25 years ago by a group of Australian industry superannuation funds to protect and grow the long-term retirement savings of its members.   Its investment strategy centres on the ownership and operation of community infrastructure, and holdings in four asset classes – Infrastructure, Debt, Listed Equities and Private Equity. Backed by more than 25 years of infrastructure investment experience, today IFM’s team of over 100 infrastructure specialists manages investments across 34 portfolio companies that collectively employ in excess of 50,000 people.   IFM supports the Paris Agreement goal to limit the rise of global temperature and is proactively working with its assets to lower greenhouse gas emissions, targeting net zero carbon emission by 2050. IFM Investors invests on behalf of pension funds that collectively manage the retirement savings of more than 120 million working people worldwide.

Investment Team

Sam Vorn Head of Balance Sheet

Sam is a seasoned investment professional with over 15 years of industry experience. He is responsible for the prudent management of assets and liabilities, investment allocations, and risk management strategies. Sam joined Uniting Financial Services in January 2008, and has astute focus on endowment strategy and responsible investing.

Michael Chou Investment Manager

Michael joined Uniting Financial Services in July 2022, focusing on asset allocation and portfolio construction for the endowment and managed fund strategies. He champions the firm’s ethical and sustainability research framework, integrating their principles within the investment decision making process. He has over 10 years of asset management industry experience across numerous functions, from managing endowment funds to most recently asset consulting for significant superannuation and charitable endowment clients in Australian and New Zealand.

Got a question? If you would like more information about any of the products in our range, simply click Enquire Now below to fill in a form and one of our helpful team members will get back to you.

Enquire Now

  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.