Funds

Performance

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.

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Performance history period: months     

UNITED INVESTMENT FUNDS

As at3 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
ProfileUnit
Prices
Australian Equity Funds
United Australian Equity Fund (Entry Fee)28/11/08-29.7-43.1-17.1-5.80.05.13.6 Performance history graphProfileUnit Prices
United Australian Equity Fund (Nil Entry)28/11/08-29.8-43.4-18.0-6.7-0.94.22.7 Performance history graphProfileUnit Prices
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 Performance history graphProfileUnit Prices
United Global Shares Fund (Nil Entry Fee)28/11/08-20.1-36.3-20.7-11.7-5.3-3.2-6.3 Performance history graphProfileUnit Prices
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 Performance history graphProfileUnit Prices
United Listed Property Fund (Nil Entry Fee)28/11/08-38.0-57.6-35.9-19.3-12.5-5.7-3.4 Performance history graphProfileUnit Prices
Bond Funds
United Bond Fund (Entry Fee)30/06/08-1.10.31.51.43.12.53.1 Performance history graphProfileUnit Prices
United Bond Fund (Nil Entry Fee)30/06/08-4.7-3.20.00.62.52.22.9 Performance history graphProfileUnit Prices
Cash Funds
United Enhanced Cash Fund (Entry Fee)30/06/081.4-0.02.73.13.43.73.4 Performance history graphProfileUnit Prices
United Enhanced Cash Fund (Nil Entry Fee)30/06/081.62.94.64.74.84.44.1 Performance history graphProfileUnit Prices
Diversified Funds
United Diversified Growth Fund (Entry Fee)28/11/08-19.0-31.0-13.9-5.4-0.72.51.5 Performance history graphProfileUnit Prices
United Diversified Growth Fund (Nil Entry Fee)28/11/08-19.2-31.4-14.3-5.8-1.12.11.1 Performance history graphProfileUnit Prices
United Diversified Conservative Fund (Entry Fee)28/11/08-8.9-14.4-5.3-0.71.63.43.0 Performance history graphProfileUnit Prices
United Diversified Conservative Fund (Nil Entry Fee)28/11/08-9.2-14.7-5.7-1.21.12.92.5 Performance history graphProfileUnit Prices
United Diversified Balanced Fund (Entry Fee)28/11/08-14.0-23.1-9.7-3.10.53.42.4 Performance history graphProfileUnit Prices
United Diversified Balanced Fund (Nil Entry Fee)28/11/08-14.1-23.5-10.1-3.50.13.01.9 Performance history graphProfileUnit Prices
 

UNITED CASH MANAGEMENT FUND

As atYield (% p.a) *Performance
History Graph
ProfileUnit
Prices
Cash Funds
United Cash Management Fund02/01/095.01 Performance history graphProfileUnit Prices
 

UNITED HIGH YIELD WHOLESALE FUND

As at3 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
ProfileUnit
Prices
None
United High Yield Fund28/11/08-11.2-15.2-4.6-0.21.53.33.3 Performance history graphProfileUnit Prices
 

UNITED CAPITAL SECURE WHOLESALE FUND

As at3 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
ProfileUnit
Prices
United Capital Secure Fund28/11/08-3.0-2.1n/an/an/an/a2.0 Performance history graphProfileUnit Prices
 

UNITED SECTOR LEADERS WHOLESALE FUNDS

As at3 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
ProfileUnit
Prices
United Sector Leaders Australian Equities Fund28/11/08-29.6-42.3-15.3-3.52.57.69.9 Performance history graphProfileUnit Prices
United Sector Leaders International Equities Fund28/11/08-17.9-32.4-17.0-7.7-1.20.85.2 Performance history graphProfileUnit Prices
United Sector Leaders Fixed Interest Fund28/11/081.25.85.05.25.46.17.7 Performance history graphProfileUnit Prices
United Sector Leaders Australian Property Fund28/11/08-37.9-57.0-33.7-16.7-9.8-3.08.2 Performance history graphProfileUnit Prices
United Sector Leaders International Property Fund25/11/08n/an/an/an/an/an/a0.0 Performance history graphProfileUnit Prices
United Sector Leaders Alternatives Fund25/11/08n/an/an/an/an/an/a0.0 Performance history graphProfileUnit Prices
United Sector Leaders Cash Fund28/11/08-0.92.64.55.25.35.45.8 Performance history graphProfileUnit Prices
United Sector Leaders Capital Growth Fund28/11/08-18.7-29.8-11.9-2.82.05.26.8 Performance history graphProfileUnit Prices
United Sector Leaders Capital Stable Fund28/11/08-8.3-12.4-3.01.84.15.86.9 Performance history graphProfileUnit Prices
United Sector Leaders Capital Balanced Fund28/11/08-13.5-21.7-7.6-0.63.16.04.8 Performance history graphProfileUnit Prices
United Sector Leaders Diversified Aggressive Fund28/11/08-22.3-35.2n/an/an/an/a-17.0 Performance history graphProfileUnit Prices

Disclaimer

IMPORTANT NOTE: Past performance is not indicative, or a guarantee, of future performance.