Australian Unity Pro-D Investment Funds – Monthly Fund Updates for August 2023
Softer economic data pushed share markets lower during August. Partially offsetting this, bond yields fell slightly (adding to fixed interest returns) across much of the world, as most global central banks paused their interest rate hikes.
The Funds declined modestly during the month of August, with underlying exposures providing a mix of positive and negative contributions. Investment returns over one year and beyond are solidly positive, with the High Growth and Growth Funds’ returns sitting above their inflation-relative objectives since inception, while the Balanced Fund’s return is a little below its objective since inception.
Below are the links to the Fund Updates for the Pro-D Funds as at 31st of August 2023.
Further information
If you would like further information about these investments, please contact your Plus7FM team.
Alternatively, you can speak with a member of our Adviser Services team by calling (08) 8130 5500 or email any questions.
