Australian Unity Pro-D Investment Funds – Monthly Fund Updates for September 2020
Against a backdrop of worsening COVID-19 infections and death toll.Posted: October 23, 2020
Against a backdrop of worsening COVID-19 infections and death toll, Australian and international share markets declined during the month, the first such decline since March. Bond yields were a little lower, as central banks signalled an ongoing willingness to support economies through this period.
The Funds each declined a little during the month, bringing each Fund’s one-year return below zero. Most share exposures fell in value, although bright spots included small cap managers Investors Mutual and Lennox Capital, and the Australian Unity Healthcare Property Trust, which benefited from positive asset revaluations.
Please find below, links to the performance reports for the Pro-D Funds as at 30 September 2020.
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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