Generating great returns for our investors and our church

Financial Statements

2019 Financial Results

Our audited financial statements for the year ended 31 December 2019 can be accessed via the links below.

Uniting Fund SA - 2019 Financial Statements (1.31 MB)

Uniting Church SA Investment Fund - 2019 Financial Statements (2.11 MB)

UC Invest Share Fund - 2019 Financial Statements (1.13 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

Past performance is not a reliable indicator of future performance


Past Statements

2018

Uniting Fund SA - 2018 Financial Statements (1.38 MB)

Uniting Church SA Investment Fund - 2018 Financial Statements (1.50 MB)

UC Invest Share Fund - 2018 Financial Statements (1.02 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2017

UC Invest - 2017 Financial Statements (1.54 MB)
On 31 March 2018 existing retail and wholesale investors were migrated over to Uniting Church SA Investment Fund Ltd which operates under the conditions of an Australian Financial Services Licence. This fund is now know as Uniting Fund SA.

Uniting Church SA Investment Fund Limited - 2017 Financial Report (1.16 MB)
On 31 March 2018 the trading name UC Invest was transferred to Uniting Church SA Investment Fund Ltd. This fund holds Australian Financial Service Licence 501022 and is open to all retail and wholesale investors.

UC Invest Share Fund - 2017 Financial Statements (1.47 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2016

UC Invest - 2016 Financial Statements (1.16 MB)

UC Invest Share Fund - 2016 Financial Statements (1.11 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2015

UC Invest - 2015 Financial Statements (693.48 KB)

UC Invest Share Fund - 2015 Financial Statements (635.07 KB)
Our managed listed equity fund which is only open to Uniting Church organisations

2014

UC Invest - 2014 Financial Statements (1.70 MB)

UC Invest Share Fund - 2014 Financial Statements (1.82 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2013

UC Invest - 2013 Financial Statements (1.18 MB)

UC Invest Share Fund - 2013 Financial Statements (1.27 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2012

UC Invest - 2012 Financial Statements (1.41 MB)

UC Invest Share Fund - 2012 Financial Statements (1.12 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2011

UC Invest - 2011 Financial Statements (915.06 KB)

UC Invest Share Fund - 2011 Financial Statements (758.94 KB)
Our managed listed equity fund which is only open to Uniting Church organisations

2010

UC Invest - 2010 Financial Statements (1.37 MB)

UC Invest Share Fund - 2010 Financial Statements (1.10 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2009

UC Invest - 2009 Financial Statements (1.43 MB)

UC Invest Share Fund - 2009 Financial Statements (1.28 MB)
Our managed listed equity fund which is only open to Uniting Church organisations

2008

UC Invest - 2008 Financial Statements (1.31 MB)

UC Invest Share Fund - 2008 Financial Statements (1.13 MB)
Our managed listed equity fund which is only open to Uniting Church organisations