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U Ethical Australian Equities Trust Wholesale (0P0000O2WN)

Sydney

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20.051 +0.030 +0.17%

02/05 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 782.13M

Type: Fund

Market: Australia

Issuer: UCA Funds Management

ISIN: AU60UGL00017

Asset Class: Equity

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0P0000O2WN Overview

On this page you'll find an in-depth profile of U Ethical Australian Equities Trust Wholesale. Learn about the key management, total assets, investment strategy and contact information of 0P0000O2WN among other information.

Investment Strategy

The Trust provides exposure to a diversified portfolio of Australian equities subject to U Ethical’s ethical investment policy. Financial evaluation is focussed on quality and value.

Contact Information

Address U Ethical
,
Australia

Phone -

Top Executives

Name	Title	Since	Until
Cam Hardie	-	2020	Now
Biography	Cam manages the equities team and is responsible for the formulation of research strategies, quantitative and qualitative databases and models for our equities portfolios. He brings over 14 years’ experience as an equities analyst, including nine years with investment banking company, UBS. Throughout his career, Cam has gained significant experience in financial modelling and company strategy research across a range of asset classes including domestic and international equities, fixed interest and hedge funds.
Jon Fernie	-	2016	Now
Biography	Jon is responsible for investment strategy and provides oversight of the U Ethical portfolios including risk management and implementation of our Ethical Investment Policy. Jon is also the portfolio manager for the U Ethical Growth Portfolio. He has over 15 years’ experience in the financial services industry, in Australia and the UK, with previous roles in equities research and wealth management. Jon holds the Chartered Financial Analyst (CFA) designation and a Masters in Business Administration (MBA) from Melbourne Business School.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UCA Australian Eq.	20.051	+0.030	+0.17%