Advisers

Fund Reports

Wholesale Investment Quarterly Reports

Regular quarterly updates on:

  • Performance statistics for the United Wholesale Sector Leaders Funds and the underlying sector specialist investment managers against each fund/s manager's relevant performance benchmark.
  • Commentary summarising the major developments in each asset class.
  • Attribution analysis style commentary for each underlying manager outlining the key contributors and detractors from relative portfolio performance.


Wholesale Investment Monthly Reports

Regular monthly updates on:

  • Performance statistics for the United Wholesale Sector Leaders Funds and the underlying sector specialist investment managers against each fund/s manager's relevant performance benchmark.
  • Commentary summarising the major developments in each asset class.
  • Attribution analysis style commentary for each underlying manager outlining the key contributors and detractors from relative portfolio performance.

High Yield Monthly Reports

An in-depth insight into the performance of United's High Yield Fund over various periods.

Retail Investment Quarterly Report

Commentary outlining the major developments in investment markets over a calendar quarter and the key influences affecting the performance of the United Investment Fund portfolios.

Market Reports

Daily Market Trends

The latest key economic statistics and developments.

The latest report