Australian Unity Pro-D Investment Funds – Monthly Fund Updates for January 2021
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for January 2021Posted: February 24, 2021
The start of 2021 saw investment markets trade sideways albeit
with significant day-to-day swings, consolidating on the bumpy
year that was 2020. The ASX advanced +0.4% for the month while
global share markets retraced -0.5% in local currency terms, and a
marginally stronger Australian dollar led to a -0.8% return for
currency-unhedged investors. Listed REITs and small caps returned -4.1% and -0.3% respectively for the month.
Please find below, links to the performance reports for the Pro-D Funds at at 31 January 2021:
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 email@example.com
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.
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