Retail
Performance figures assume reinvestment of income, and are calculated for the United investment Funds on withdrawal values, net of investment management fees and fund expenses. No allowance has been made for entry fees or tax.
Wholesale
Performance figures assume reinvestment of income, and are calculated for the United Sector Leaders Funds and United High Yield Fund on withdrawal values, before investment management fees and fund expenses.
UNITED INVESTMENT FUNDS | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | Performance History Graph | Profile | Unit Prices |
|---|
| Australian Equity Funds |
|---|
| United Australian Equity Fund (Entry Fee) | 28/11/08 | -29.7 | -43.1 | -17.1 | -5.8 | 0.0 | 5.1 | 3.6 |
 |  |  |
| United Australian Equity Fund (Nil Entry) | 28/11/08 | -29.8 | -43.4 | -18.0 | -6.7 | -0.9 | 4.2 | 2.7 |
 |  |  |
| International Equity Funds |
|---|
| United Global Shares Fund (Entry Fee) | 28/11/08 | -18.4 | -33.7 | -19.0 | -10.2 | -4.0 | -1.8 | -4.5 |
 |  |  |
| United Global Shares Fund (Nil Entry Fee) | 28/11/08 | -20.1 | -36.3 | -20.7 | -11.7 | -5.3 | -3.2 | -6.3 |
 |  |  |
| Listed Property Funds |
|---|
| United Listed Property Fund (Entry Fee) | 28/11/08 | -37.8 | -57.4 | -34.9 | -18.3 | -11.7 | -4.9 | -2.8 |
 |  |  |
| United Listed Property Fund (Nil Entry Fee) | 28/11/08 | -38.0 | -57.6 | -35.9 | -19.3 | -12.5 | -5.7 | -3.4 |
 |  |  |
| Bond Funds |
|---|
| United Bond Fund (Entry Fee) | 30/06/08 | -1.1 | 0.3 | 1.5 | 1.4 | 3.1 | 2.5 | 3.1 |
 |  |  |
| United Bond Fund (Nil Entry Fee) | 30/06/08 | -4.7 | -3.2 | 0.0 | 0.6 | 2.5 | 2.2 | 2.9 |
 |  |  |
| Cash Funds |
|---|
| United Enhanced Cash Fund (Entry Fee) | 30/06/08 | 1.4 | -0.0 | 2.7 | 3.1 | 3.4 | 3.7 | 3.4 |
 |  |  |
| United Enhanced Cash Fund (Nil Entry Fee) | 30/06/08 | 1.6 | 2.9 | 4.6 | 4.7 | 4.8 | 4.4 | 4.1 |
 |  |  |
| Diversified Funds |
|---|
| United Diversified Growth Fund (Entry Fee) | 28/11/08 | -19.0 | -31.0 | -13.9 | -5.4 | -0.7 | 2.5 | 1.5 |
 |  |  |
| United Diversified Growth Fund (Nil Entry Fee) | 28/11/08 | -19.2 | -31.4 | -14.3 | -5.8 | -1.1 | 2.1 | 1.1 |
 |  |  |
| United Diversified Conservative Fund (Entry Fee) | 28/11/08 | -8.9 | -14.4 | -5.3 | -0.7 | 1.6 | 3.4 | 3.0 |
 |  |  |
| United Diversified Conservative Fund (Nil Entry Fee) | 28/11/08 | -9.2 | -14.7 | -5.7 | -1.2 | 1.1 | 2.9 | 2.5 |
 |  |  |
| United Diversified Balanced Fund (Entry Fee) | 28/11/08 | -14.0 | -23.1 | -9.7 | -3.1 | 0.5 | 3.4 | 2.4 |
 |  |  |
| United Diversified Balanced Fund (Nil Entry Fee) | 28/11/08 | -14.1 | -23.5 | -10.1 | -3.5 | 0.1 | 3.0 | 1.9 |
 |  |  |
| |
UNITED CASH MANAGEMENT FUND | As at | Yield (% p.a) * | Performance History Graph | Profile | Unit Prices |
|---|
| Cash Funds |
|---|
| United Cash Management Fund | 02/01/09 | 5.01 |
 |  |  |
| |
UNITED HIGH YIELD WHOLESALE FUND | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | Performance History Graph | Profile | Unit Prices |
|---|
| None |
|---|
| United High Yield Fund | 28/11/08 | -11.2 | -15.2 | -4.6 | -0.2 | 1.5 | 3.3 | 3.3 |
 |  |  |
| |
UNITED CAPITAL SECURE WHOLESALE FUND | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | Performance History Graph | Profile | Unit Prices |
|---|
| United Capital Secure Fund | 28/11/08 | -3.0 | -2.1 | n/a | n/a | n/a | n/a | 2.0 |
 |  |  |
| |
UNITED SECTOR LEADERS WHOLESALE FUNDS | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | Performance History Graph | Profile | Unit Prices |
|---|
| United Sector Leaders Australian Equities Fund | 28/11/08 | -29.6 | -42.3 | -15.3 | -3.5 | 2.5 | 7.6 | 9.9 |
 |  |  |
| United Sector Leaders International Equities Fund | 28/11/08 | -17.9 | -32.4 | -17.0 | -7.7 | -1.2 | 0.8 | 5.2 |
 |  |  |
| United Sector Leaders Fixed Interest Fund | 28/11/08 | 1.2 | 5.8 | 5.0 | 5.2 | 5.4 | 6.1 | 7.7 |
 |  |  |
| United Sector Leaders Australian Property Fund | 28/11/08 | -37.9 | -57.0 | -33.7 | -16.7 | -9.8 | -3.0 | 8.2 |
 |  |  |
| United Sector Leaders International Property Fund | 25/11/08 | n/a | n/a | n/a | n/a | n/a | n/a | 0.0 |
 |  |  |
| United Sector Leaders Alternatives Fund | 25/11/08 | n/a | n/a | n/a | n/a | n/a | n/a | 0.0 |
 |  |  |
| United Sector Leaders Cash Fund | 28/11/08 | -0.9 | 2.6 | 4.5 | 5.2 | 5.3 | 5.4 | 5.8 |
 |  |  |
| United Sector Leaders Capital Growth Fund | 28/11/08 | -18.7 | -29.8 | -11.9 | -2.8 | 2.0 | 5.2 | 6.8 |
 |  |  |
| United Sector Leaders Capital Stable Fund | 28/11/08 | -8.3 | -12.4 | -3.0 | 1.8 | 4.1 | 5.8 | 6.9 |
 |  |  |
| United Sector Leaders Capital Balanced Fund | 28/11/08 | -13.5 | -21.7 | -7.6 | -0.6 | 3.1 | 6.0 | 4.8 |
 |  |  |
| United Sector Leaders Diversified Aggressive Fund | 28/11/08 | -22.3 | -35.2 | n/a | n/a | n/a | n/a | -17.0 |
 |  |  |