Wealth
We offer three pre-blended investment funds, with distinct expected returns and levels of investment risk, enabling you to select the fund that best matches your needs and preferences.
As an investor, it’s important to keep in mind that investing is not immune to risk. Putting all your eggs in one basket is never a wise move — especially if you’re looking to protect your funds from volatility and losses.
Diversifying your portfolio is a personal process — it requires careful thought, strategy and analysis of current markets. We don’t believe good investment decisions come from following the crowd and; instead, they come from research, analysis, years of experience and a deep, human understanding of markets.
We’ve got truly comprehensive investment opportunities that will tailor your portfolio and our expert teams are focused on taking your return on investment to a whole new level.
Pro-D Investment Funds are designed to help you invest with ease.
Each Fund’s asset mix has been structured to suit a specific different risk profile: Balanced, Growth and High Growth. Depending on the level of risk you’re willing to take with your investments – as well as other factors such as your investment timeframe and desired rate of return, the Pro-D Investment Funds are a great option for the busy investor.
Actively managed on your behalf by professional portfolio managers, there’s no need to get involved in the day-to-day mechanics. Leave that to us.
Our investment managers offer expertise in Australian large and small companies, international shares and private equity, as well as diversified funds, cash and fixed interest investments and property funds.
Australian Unity provides investment specialists with long-term business support and rigorous institutional oversight.
Designed to provide a combination of income and some capital growth.
Designed to provide stable income and moderate capital growth.
Designed to provide long term capital growth.