Article

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

October provided a “mixed bag” of investment returns across the major asset classes. Bond yields rose (prices declined) on inflation fears, Australian shares closed the month little-changed but international shares achieved strong gains.

October provided a “mixed bag” of investment returns across the major asset classes. Bond yields rose (prices declined) on inflation fears, Australian shares closed the month little-changed but international shares achieved strong gains. Against this backdrop returns on the Pro-D funds were near-flat for the month, while longer-term returns remain well above the funds‘ inflation-relative objectives.

Below are the links to the Fund Updates for the Pro-D Funds as at 31 October 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 23 November 2020 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.

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