UC Invest Share Fund

Is your congregation willing to take a longer term view of investing?

The events of the past few years have highlighted the risks associated with investing in the share market. Even with the recent volatility surrounding equity markets, this asset class is still historically one of the best performing asset classes available to long term investors.

However, an equity investment is not for the faint hearted and short term fluctuations must be expected. Unlike a capital protected term investment, a Share Fund investment will rise and fall in value depending on market fluctuations.

The UC Invest Share Fund is a managed portfolio of Australian equities, listed property trusts, cash and fixed interest securities which have all passed the ethical investment filter of the Uniting Church SA.

It should be noted that past performance does not guarantee any future performance or likely investment returns.

1. Key Features
2. Transactions
3. Rates & Fees

UC Invest is an activity of The Uniting Church in Australia Property Trust (S.A.) ABN 25 068 897 781, the legal entity of the Uniting Church SA. Investment services are provided on behalf of the Uniting Church SA pursuant to ASIC Policy Statement 87 exemptions and APRA Banking Exemption No. 1 of 2011 (“The Uniting Church in Australia Property Trust (S.A.)”). Neither UC Invest nor the Uniting Church SA are prudentially supervised by APRA. Investments and contributions lodged with UC Invest will not benefit from the depositor protection provisions of the Banking Act (1959). All products offered by UC Invest are designed for investors who wish to promote the charitable purposes of the Uniting Church SA.

© 2011 UC Invest | The Uniting Church in Australia Property Trust (S.A.) ABN 25 068 897 781 | Uniting Church SA