UCA Funds Management is a wholly owned business of the Uniting Church in Australia, (Synod of Victoria and Tasmania) with approximately $650 million under management. It offers a cash management fund and a growth fund for churches and taxation concession charities. Similar retail funds are available for individuals and other corporate entities.
Investments are consistent with Christian values; after cost management fees are given to the church for their mission. A positive screen encourages investment in companies that enhance the health and welfare of individuals and communities. A negative screen prohibits investments in companies whose products, services or practices cause or perpetuate injustice and suffering, infringe human rights or cause unacceptable damage to the environment. Industries excluded are armaments, uranium mining, gambling, production of alcohol and tobacco and pornography.
CERTIFICATION DETAILS
Certified by RIAA since: 2005
Certified products
Wholesale funds (for churches and taxation concession charities)
- UCA Cash Portfolio
- UCA Growth Portfolio
- UCA Australian Equities Portfolio
Retail funds
- Uniting Growth Fund
- Development Fund (invested in UCA Cash Portfolio)
- Funeral Fund (invested in UCA Cash Portfolio)
Responsible investment methodology
Read the responsible investment methodology used by UCA Funds Management to create their products.
Stocks in the portfolio
Click on one of the following links to view stocks in the portfolio. For each product, from the right hand side menu choose ‘Portfolio Composition’:
Past performance
In addition to the past performance of each of the Certified products listed above, more information about UCA Funds Management is available on their home page.
CONTACT DETAILS
| Graeme Rough |
| Executive Director, CEO |
| UCA Funds Management |
| 130 Little Collins Street, Melbourne VIC 3000 |
| Phone: 03 9251 5450 or 1800 996 888 |
| Email: graeme.rough@ucafunds.com.au |
| Website: www.ucafunds.com.au |
