About us

United Funds Management Limited (United) provides a wide range of retail managed investments including sector specific funds as well as a selection of diversified funds. We also offer institutional managed investments across all major asset classes.

We are a part of Australian Wealth Management Limited (AWM) which in turn is part of IOOF Holdings Ltd (IOOF), a leading provider of wealth management products and services in Australia.

United is a pioneer in providing the 'sector specialist, multi-manager' investment approach. Through this investment approach we provide investors with access to a range 'blended portfolios' of leading fund managers in each asset class. At United, we aim to provide above median performance at below median risk.

Within each asset class, we select a blend of investment managers with complementary styles to achieve an overall portfolio that is free from style or capitalisation biases. This approach to portfolio construction has two key benefits:

• It removes the risks associated with taking unintended factor or thematic selections relative to the benchmark, thus reducing the risk of underperformance.
• It focuses on stock selection as the key source of out-performance. For each of our diversified funds, we adopt a passive approach to asset allocation. The asset allocation for each of the diversified funds is based on the relevant average asset allocation of the respective universe. Therefore, the focus is again on stock selection as the key source of out-performance as opposed to 'guessing' which asset class will perform better than another at a particular point in the investment cycle.

United's investment style has been applied consistently since the inception of the Sector Leaders Funds in January 1993.

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