Australian Unity Pro-D Investment Funds – Monthly Fund Updates for October 2025
In October share markets broadly advanced. The ASX 300 rose 0.4%, buoyed by “Value” stocks which added 2.1%, while “Growth” stocks shrank - 1.9%. AREITs returned 0.6% and the Small Ordinaries index added 1.9%. US shares continued to grow strongly, with the S&P 500 up 2.3% and the tech heavy NASDAQ returning 4.8%. Currency-hedged global shares gained 2.6%. The Australian 10-year bond yield was little-changed at 4.30% by month end and the US 10-year bond yield fell by 0.07% to 4.08%.
The rate of unemployment in Australia increased to 4.5% in September and CPI for the year to September increased to 3.2%, curbing hopes of additional interest rates cuts in the near term. US Economic prints were scarce due to the Government shutdown though the Federal Reserve decided to lower the federal funds rate by a further 25bps to a target range of 3.75%-4.0%.
Against this backdrop, the fund returned 0.9% for the month. The Fund achieved strong gains on its global shares and its Australian share exposures as well as gains on its listed property, unlisted property and defensive assets. The global listed infrastructure holding declined modestly.
Below are the links to the Fund Updates for the Pro-D Funds as at 31st October 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.
