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Ethical managed funds

 
 

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Ethical and ESG Investment Policy




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Investment application form

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Information documents

Information Memorandum – UFS Managed Funds

Guide to Managed Funds

Identification Statement – ECBF

Identification Statement – EAEF

Identification Statement – EHGF

 
 

 

Financial reports  

 

Ethical Conservative Balanced Fund (formerly Ethical Diversified Fund)

Financial report 2025 ECBF

Financial report 2024 ECBF

Financial report 2023 ECBF

 
 

Ethical Australian Equity Fund

Financial report 2025 EAEF

Financial report 2024 EAEF

Financial report 2023 EAEF

 
 

Ethical High Growth Fund

Financial report 2025 EHGF

Financial report 2024 EHGF

Financial report 2023 EHGF

 




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  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. 

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