I’m writing today to inform you of an exciting evolution of UCA Funds Management. This April, we’re changing our name to
U Ethical – while still upholding the same values that have made us one of Australia’s largest ethical investors. Since our beginning, we’ve been able to deliver financial returns and community impact through our commitment to ethical investment and the Church’s social justice mission. This won’t change.
What has changed however is the opportunity to take our message about ethical investing to a wider audience and demonstrate that you don’t have to compromise your values to generate returns. This in turn will help us grow the annual grant we give to the Church. To date, we’ve granted over $59 million from our operating surplus to community, advocacy and mission programs.
What do I have to do?
Your investments will remain the same as will your account numbers and online portal log-in. We’ll just incorporate U Ethical into each product name. In April our fantastic new website UEthical.com will go live with easy to find information and lots of great stories from the ethical investment sector.
Like to know more?
I’ve included some Frequently Asked Questions below, but please contact me personally if you’d like to share your thoughts. We’re really excited about the change and look forward to welcoming everyone to U Ethical!
Chief Executive Officer