UCI Australian Equity Fund.
Shares are an important component of a diversified investment portfolio, offering potential for income and long-term growth. The UC Invest Share Fund, established over 25 years ago, is designed specifically for Uniting Church Congregations and affiliated entities in South Australia.
The fund follows an index-style strategy, investing in a broad selection of leading Australian companies. All investments are screened through the Uniting Church SA’s Ethical Investment Policy, ensuring they align with the Church’s values. This approach allows congregations to invest responsibly while pursuing financial returns that support their mission and long-term sustainability.
You should know.
- Share prices can fluctuate which may affect the value of your investment
- Historical returns do not guarantee future outcomes
- Shares may not be suitable for short-term financial goals
Getting started.
If you have questions, please reach out to us. We are always happy to help.
Key features.
- Regular income is provided through quarterly dividend payments
- The fund is cost-effective at 0.02% per month
- All investments are assessed using the Uniting Church SA’s Ethical Investment Policy
- Offers a diversified exposure to Australian Equities
The UCI Australian Equity Fund offers a diversified, ethically guided investment in leading Australian companies, aiming for both income and long-term growth.
New Investment Application Forms.
Change your signatories.
Ways to Transact.
- You may add money to your Notice Account at any time by Direct Debit, Electronic Funds Transfer (EFT), BPAY®, or cheque
- Subject to the required notice period, you can withdraw money from your Notice Account by Electronic Funds Transfer (EFT) to the nominated Australian ADI account held in your name
- Transactions can be requested by email, phone, fax, post or in person at our office
Get in touch with our investor relations team.
Contact us today and Catherine or Lou will be happy to assist you with your query.