Australian Unity Investments

Institutional Investor Sydney, Australia ·Founded 1840

Overview

Australian Unity Investments is a diversified investment manager based in Australia, focusing on infrastructure and real estate investments. The firm offers a range of investment products, including funds and direct property investments, catering to both retail and institutional investors. Their portfolio encompasses various asset classes, such as infrastructure, real estate, fixed income, and private equity, with a geographical focus on Australia. The firm employs a growth-oriented investment strategy, engaging in buyouts, turnarounds, and distressed asset acquisitions. Their investment philosophy emphasizes long-term value creation and active management to enhance returns. Australian Unity Investments is committed to delivering sustainable and responsible investment solutions, aligning with the broader mission of Australian Unity to improve the financial wellbeing of its members and the community. The firm operates under the Australian Unity group, a mutual company with origins dating back to 1840. Australian Unity provides a wide range of services, including health insurance, banking, financial advice, retirement living, and aged care. This diverse service offering allows Australian Unity Investments to leverage synergies across the group's various sectors, integrating financial services with healthcare and aged care investments. The firm's approach combines financial expertise with a commitment to social impact, aiming to deliver both financial returns and positive community outcomes. Australian Unity Investments maintains a strong presence in the Australian market, with offices in Melbourne, Sydney, and Brisbane. The firm's investment products are accessible through its website, providing detailed information on each offering, including product disclosure statements and contact details. Investors can access their holdings and manage their investments through the firm's online portal, ensuring transparency and ease of access. The firm is dedicated to maintaining high standards of corporate governance and compliance, ensuring that all investment activities align with regulatory requirements and ethical practices.

Investment Focus

  • Accredited investor status may be required for certain funds
  • Compliance with Australian financial regulations

Portfolio Companies

Australian Unity Office FundAustralian Unity Healthcare Property TrustAustralian Unity Property Income Fund

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Frequently asked questions about Australian Unity Investments

What sectors does Australian Unity Investments invest in?

Australian Unity Investments invests in Financial Services, Healthcare, Real Estate, Infrastructure, Banking and Life Insurance, and is based in Sydney, Australia. Australian Unity Investments is listed as a institutional investor in the ConnectSafely investor database.

What stage does Australian Unity Investments invest at?

Australian Unity Investments backs companies at Growth, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Australian Unity Investments invest in?

Australian Unity Investments invests across Australia.

Who are the partners at Australian Unity Investments?

Team members listed for Australian Unity Investments include Adam Vise (Acting CEO - Wealth & Capital Markets).

What companies has Australian Unity Investments invested in?

Australian Unity Investments's portfolio includes Australian Unity Office Fund, Australian Unity Healthcare Property Trust and Australian Unity Property Income Fund.

How do I contact Australian Unity Investments?

Australian Unity Investments's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database