Australian Unity Funds

Manager
+8.7%

1 asset classes · average OCF 0.63%.

How Australian Unity funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
3
Fund size (GBP)
n/a
Asset classes
1
Average ongoing charge
0.63%

Australian Unity funds are covered on Funds Benchmark. The average ongoing charge (OCF) across the range is 0.63%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen Australian Unity funds in Find Funds or browse all Australian Unity funds.

Asset class mix

What Australian Unity funds are made of.
100.0%
Unclassified by FE
  • Unclassified by FE100.0%
Unclassified by FE is the largest at 100.0%. Share by number of funds. FE gives no asset class for the Unclassified by FE funds.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Unclassified by FE 3 funds · 100.0% of assets +8.7% ▲ Average 1Y return

Australian Unity holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

Australian Unity funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
Australian Unity Healthcare Property Trust RetailAU60AUS01021 ▲ +8.7% n/a
Australian Unity Healthcare Property Trust WholesaleAU60AUS01120 ▲ +8.7% n/a
Australian Unity Healthcare Property TrustAU60AUS00379 ▲ +8.7% n/a

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All Australian Unity funds (3)

Unclassified (3)

Compare Australian Unity funds side by side

See every Australian Unity fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Australian Unity funds

About Australian Unity

Where can I find Australian Unity fund prices and factsheets?

Every Australian Unity fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which Australian Unity funds does Funds Benchmark cover?

Funds Benchmark covers the Australian Unity funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

How are Australian Unity funds rated against peers?

Open any Australian Unity fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on Australian Unity funds?

Across the funds we cover, the average ongoing charge (OCF) is 0.63%. Individual share classes vary, so check the OCF on each fund's page.

Where can I see Australian Unity's top-performing funds?

The table on this page shows up to 30 Australian Unity funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Australian Unity funds and compare them with funds from other managers by performance, fees and asset class.