About us
History
The following timeline outlines the development of United Funds Management Limited (United).
1993
United's multi-manager investment style developed with the launch of the Sector Leaders Funds.
1999
United Funds Management Limited acquired by Select Managed Funds (later known as Australian Wealth Management). United's 'Manage the Managers' investment philosophy and investment process was maintained and United's investment management role was consolidated with SMF on acquisition.
2002
$250 million retail superannuation and non-superannuation funds transitioned from Citigroup Australia to United.
2004
$960 million of superannuation funds transitioned from Mellon to United. Mellon's Implementing Consulting (IC) business consolidated with United's existing IC services.
2006
In August, Chant West named United as the number 1 performing Implement Consultant for 2005/2006.
United's Cash Management Fund received a AAAM rating from Standard & Poors -- the highest available rating for a fund of its type.
InvestorWeb awarded a 3 star rating to United's Capital Growth, Balanced and Stable Funds.
In December, United launched three Wholesale Investment Funds -- the Capital High Growth Fund; the Diversified Aggressive Fund and the Capital Secure Fund.
2007
$1.3 billion of funds from i.super and Finium acquisition transitioned to United.
2008
Seven United funds received an investment grade rating from Lonsec. The funds rated by Lonsec were:
- United Sector Leaders Capital Stable Fund
- United Sector Leaders Capital Balanced Fund
- United Sector Leaders Capital Growth Fund
- United Sector Leaders Diversified Aggressive Fund
- United Sector Leaders Capital High Growth Fund
- United Australian Equities Fund
- United International Equities Fund.
Lonsec's definition of an 'investment grade' rating says the funds can achieve their objectives and, if applicable, outperform some of their peers over an appropriate timeframe.
