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Australian Unity Pro-D Investment Funds – Monthly Fund Updates for August 2021

Investment markets powered ahead during August.  Most markets gained between 2% and 3% for the month of August.

Investment markets powered ahead during August.  Most markets gained between 2% and 3% for the month of August, with listed REITs and Australian small cap stocks achieving the strongest returns for the month. Listed companies reported solid earnings and a benign profit outlook, with a number of companies looking to increase dividend payouts, make special dividends or return cash to investors via stock buybacks.

The Funds are invested a little below their neutral growth positioning, which held-back returns a little. However, each Fund still achieved solid gains for the month of August, and returns over longer periods are well above the funds’ inflation-relative objectives.

Below are the links to the Fund Updates for the Pro-D Funds as at 31 August 2021.

Further information
If you would like further information about these investments, please contact your Plus7FM team here https://www.plus7fm.com.au/contact.

Alternatively, you can speak with a member of our Adviser Services team by calling (08) 8130-5500 or email any questions to  admin@plus7fm.com.au.

Important Information

Units in the Pro-D Funds are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. The information in this document is general information and is not based on the financial objectives, situation or needs of any particular investor. In deciding whether to acquire, hold or dispose of the product you should refer to the respective Product Disclosure Statements (PDSs) dated 28 October 2019 that are available for the AUFM Managed Fund No.1 ARSN 160 420 986 (Pro-D High Growth Fund), AUFM Managed Fund No.2 ARSN 160 421 063 (Pro-D Balanced Fund) and the AUFM Managed Fund No.3 ARSN 160 421 161 (Pro-D Growth Fund) and consider whether the product is appropriate for you. A copy of the PDSs are available at australianunity.com.au/wealth or by calling our Investor Services team on 1300 997 774. Investment decisions should not be made upon the basis of its past performance or distribution rate, or any rating given by a ratings agency, since each of these can vary. The information provided in the document is current at the time of publication.

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