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Union Invest RGB 

 

Empowering your Trade Union to achieve its financial aspirations with confidence

 

UnionInvest is a dedicated solution exclusively designed for Australian trade unions and is ideal for your union if you are:

✔ Looking for an investment provider that is aligned to the values and needs of the union movement and the ACTU

✔ Seeking a professional and secure was to grow your members’ assets

✔ Wanting to align with some of the world’s leading investment managers

✔ Looking to choose from a range of investment options

✔ Want to access expert guidance, regular face to face meetings, and access to tools in governance, risk profiling, liquidity management, and managing multiple accounts

 

What to expect from UnionInvest

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Australian-Owned and Managed: with a focus on the unique needs of Australian investors.

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Expert Investment Management: leveraging the expertise and global reach of Franklin Templeton, one of the world’s leading investment managers. Ensuring your investments are handled by experienced professionals with a deep understanding of global markets.

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Diversified Investment Options: access to a broad range of investment options, including the Franklin Multi Asset Funds. These funds offer a diversified approach, investing across multiple asset classes to optimize returns while managing risk.

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Tailored Solutions: investment solutions tailored to meet the diverse financial goals of unions. Whether you are looking for growth, income or a balanced approach, there are options available to suit your needs and risk profile.

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User-Friendly Platform: The online Investor Portal is easy to use, giving you control over managing your investments. You can choose to handle everything yourself or seek the assistance of a Financial Adviser.

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Professional Guidance: we are dedicated to fostering a long-term relationship with your union, providing helpful information and professional guidance throughout the investment journey. This support helps you make informed decisions and achieve your financial aspirations with confidence.

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Union Support: providing an investment solution that is aligned to the values and needs of the union movement, achieving this through our connections to the union movement and the ACTU.

How to get started

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Register for access to the investor portal
Explore detailed information on the range of investment options, see past performance, view the underlying asset class mix, and read out latest articles.

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Select the right investments for your goals
Choose from a range of options, designed for different investment goals and time horizons.

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Open your account quickly and easily
Use our online application process with no paperwork required to start investing.

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Monitor your investment performance
Stay fully informed on your investment performance and what’s driving investment decisions.

 

Once registered, you will also be able to access the Information Memorandum and other key documents, via the Investor Portal and app.

Get Started (Coming Soon)