05 January, 2024

Up Funds Management to Offer Exclusive Term Deposit Rates in Collaboration with Major Banks Across Australia

Up Funds Management, a prominent financial services company headquartered in Melbourne, Australia, is thrilled to announce that it is currently in advanced talks with major banks across the country to provide exclusive Term Deposit rates to retail investors.

04 January, 2024

January 24 – Looking Ahead to 2024

Global economic growth faced challenges in 2023, leading to technical recessions in several economies. Mega-cap technology companies dominated equity market returns, while other asset classes remained relatively stable.

13 December, 2023

November 23 – RBA Ends 2024 on the Narrow Path

The RBA implemented a series of rate hikes throughout 2023, resulting in a total increase of 425 basis points over 19 months. This had a significant impact on the Australian economy.

16 November, 2023

November 23 – RBA’s Hand Forced

The Reserve Bank of Australia raised interest rates by 25 basis points at its November meeting, bringing the cash rate to 4.35%, the highest in a decade.

Unified Managed Account (UMA)

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What is UMA?

Up Funds Management’s Unified Managed Account (UMA) investment service stands out as a unique, advanced trading and reporting system. It integrates innovative features to facilitate efficient portfolio management. By utilizing the UMA investment service in conjunction with the expertise of Up Funds Management investment professionals, you can experience several advantages:

Enhanced tax efficiency
Reduced administrative workload
Consolidation of your investment portfolio
Cost-effective management of share trades through wholesale execution
Full beneficial ownership of securities in your account
Access to comprehensive online reporting tools

Nuts & Bolts of UMA

A unique investment level service

"The Up Funds Management Unified Managed Account (UMA) investment service is a unique advanced trading and reporting system."

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10 years +

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270

Advisers

$18bn+ AUM

Assets Under Management

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UP Funds Management PTY Limited
525 Collins Street, Melbourne, Victoria 3000
Tel: +61 3 7044 7500
Email: info@upfundsau.com
ABN: 51 164 061 876
AFS License Number: 482848
ACN: 164 061 876

Financial Disclaimer:
Up Funds Management PTY Limited ("Up Funds Management") does not offer Cryptocurrency products and is unable to provide any information on Cryptocurrency products. We strongly recommend consulting with a qualified financial professional or advisor when considering investments in any type of asset or security, including Cryptocurrency products.
Furthermore, if you are contacted by any entity or company claiming to be Up Fund Management, particular Upfunds Pty Ltd, please be aware that this is not associated with or representative of Up Funds Management. We advise caution and encourage you to verify the authenticity of any such communications or offers independently. Up Funds Management is committed to ensuring the security and trust of our clients, and we do not endorse or have any affiliation with entities operating under similar names.
Investment decisions should be made after thorough research and consultation with a financial expert to assess your individual financial goals, risk tolerance, and investment strategy. Up Funds Management is not responsible for any financial decisions made without professional advice and is not liable for any actions taken in response to fraudulent or unauthorized communications from other parties.