UCA Growth Portfolio

Product Name

UCA Growth Portfolio

Issuer

UCA Funds Management

Category

Investment product

Type

Fund/Trust

Target

Retail, Wholesale

Certified Since

2005

Certification Symbol

Ethical

Asset Classes

Diversified / Balanced

Markets

Australia

Investment Approaches

Negative Screening, Positive Screening

It Includes

  • Riaa icons 10 Renewable energy
  • Riaa icons 12 Healthcare & medical products
  • Riaa icons 15 Social & community infrastructure

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 34 Logging
  • Riaa icons 35 Tobacco
  • Riaa icons 50 Nuclear energy (including uranium)
  • Riaa icons 52 Human rights violations
  • Riaa icons 38 Labour rights violations
  • Riaa icons 36 Armaments
  • Riaa icons 41 Alcohol
  • Riaa icons 42 Gambling
  • Riaa icons 55 Pornography

Overview

UCA Growth Portfolio is a managed ethical growth portfolio which invests in a blend of Australian and international equities, listed property trusts, and cash and fixed interest securities.


Description


The investment management process that is applied to all funds is principally top-down or macro-economic. The first part of the process is to determine asset allocation. The top-down approach is also followed in sector and share selection. Analysis of macro-economic variables and policies leads to sector and share allocation. This approach is moderated by thematic and value overlays.

The Ethical Investment Policy contains a negative screen which restricts investment in securities with a material exposure to the following excluded activities: armaments, uranium, gambling, alcohol production, tobacco manufacturing and pornography.

UCA Funds Management will also not invest in companies whose products, services and practices cause or perpetuate injustice and suffering, infringe human rights, cause unacceptable damage to the natural environment, have unacceptable environmental management practices, support oppressive regimes, or have unacceptable occupational health and safety practices.

A positive screen then directs at least 10% of the fund towards investments with a socially useful purpose. This includes: clean energy, recycling, employment, community services and health care.

Other products certified by this organisation

Funeral Fund

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UCA Australian Equities Portfolio

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Uniting Ethical Enhanced Cash Trust

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