Article

Australian Unity Pro-D Investment Funds – Monthly Fund Updates for December 2020

Investment markets generally achieved solid gains during the month of December.

Investment markets generally achieved solid gains during the month of December, although a sharply-stronger Australian dollar reduced returns for unhedged international investors.

The Pro-D funds performed strongly during the month to close calendar 2020 with modest gains, and returns since inception are well above the Funds’ inflation-relative objectives.

Please find below, links to the performance reports for the Pro-D Funds at at 31 December 2020:

Further information
If you would like further information about these investments, please contact Plus 7 Financial Management here https://www.plus7fm.com.au/contact

Alternatively, you can speak with a member of our 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 13 29 39. 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.

The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and permanently delete the material from your computer system. We cannot guarantee that this e-mail is virus-free. You should scan attachments with the latest virus scan before opening. We will not be liable for any loss, cost or damage of any kind whatsoever caused by any receipt or use of this e-mail and attachments.

Share this article

Contact us

Call or email us to discuss your financial opportunities today.

‭08 8130 5500 admin@plus7fm.com.au

Find us

Suite 1, 1 Alexandra Avenue, Rose Park
Adelaide SA 5067

Google Maps

9am to 5pm, Monday to Friday

Let's chat

Let's meet up for a coffee or arrange a phone chat to discuss your opportunities.

Book a meeting Arrange a call back
Financial Planning
Investment
Wealth Creation
Superannuation
Retirement
Estate Planning
Personal Insurance