Australian Unity Pro-D Investment Funds – Monthly Fund Updates for June 2025
June saw solid gains across share markets, despite heightened geopolitical tensions involving Israel, Iran, and the United States. The cease-fire agreement helped ease investor concerns, allowing markets to focus on economic fundamentals. In Australia, economic growth slowed to 0.2% in the March quarter, with GDP per capita turning negative, signaling potential headwinds for household spending. However, inflation continued to ease, with the CPI rising just 2.1% year-on-year to May, and the trimmed mean reaching its lowest level since 2021, suggesting that monetary policy may be having its intended effect. Australian equities and A-REITs posted modest gains, while global markets performed strongly, although currency movements slightly dampened returns for unhedged investors.
Against this backdrop, the Fund delivered a 1.5% return for June, driven by positive performance in both domestic and international equities, as well as listed property. Defensive assets such as fixed interest, mortgages, and cash also contributed modestly. However, the Fund’s unlisted healthcare property exposure declined slightly due to falling valuations. Over the past year, the Fund has returned a robust 13.6%, reflecting strong performance across growth assets. Longer-term returns remain well above the Fund’s objective of inflation plus 4.25% per annum, supported by consistent manager performance and favorable market conditions, despite past disruptions such as COVID-19 and the volatility of 2022.
Below are the links to the Fund Updates for the Pro-D Funds as at 30th June 2025.
Further information
If you would like further information about these investments, please contact your Plus7FM team.
Alternatively, you can speak with a member of our Adviser Services team by calling (08) 8130 5500 or email any questions.
