Wholesale

Why choose United?

United provides a simple investment solution for wholesale investors that accesses sector specialist investment managers - both locally and internationally - with a proven track record.

Utilising some of the world's most highly regarded investment managers (as investment sub-managers), our range of investment funds are ideal for investors who are looking for simplicity, reliability and diversification when selecting a single multi-manager investment option, but who also require the assistance of a dedicated investment manager such as United.

United has:

  • a long, 15-year history of managing multi-manager funds consistent performance, coupled with low volatility of returns a robust and comprehensive investment sub-manager selection and review process
  • a proactive and innovative approach to multi-manager funds management.

What funds are available?

Our United Sector Leaders Funds offer wholesale/institutional investors professionally managed investment funds designed to provide consistent above median performance at below median volatility.

Our United Sector Leaders Funds are a range of wholesale unit trusts. The funds cover a range of single sector funds across the five major asset classes and a High Yield Fund for the emerging asset class of hybrid and corporate debt securities. In addition, we offer investors six wholesale diversified funds with a mix of both income and growth assets, in varying degrees according to a specific risk profile, as follows:

Single sector funds:

  • Australian Equities Fund
  • International Equities Fund
  • Australian Property Fund
  • International Property Fund
  • Fixed Interest Fund
  • High Yield Fund
  • Cash Fund
  • Cash Management Fund.

Diversified funds:

  • Capital High Growth Fund
  • Diversified Aggressive Fund
  • Capital Growth Fund
  • Capital Balanced Fund
  • Capital Stable Fund
  • Capital Secure Fund.