Australian Unity Pro-D Investment Funds – Monthly Fund Updates for September 2023
Investment markets struggled during the month of September, with bond yields rising, equity prices falling and yield-sensitive assets such as listed Real Estate Investment Trusts declining sharply. Against this backdrop the Funds declined during the month, with most underlying investments falling in value.
The Funds’ longer-term returns are solidly positive. Strong medium-to-long term returns across most growth assets (equities, property and infrastructure) are the main drivers of the Funds’ longer-term returns, while defensive assets such as Australian and international bonds and cash have achieved lower returns.
Below are the links to the Fund Updates for the Pro-D Funds as at 30th of September 2023.
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.
