Please view our user account Terms & Conditions.
We support Churches with cash facilities, term investments, loans and diversified managed funds.
We partner with faith-aligned charities to extend their funding and giving programs.
We tailor solutions for schools’ cashflow, lending and investing needs.
No. Anglican Funds Management provides Investment Portfolio Services to Christian Institutional Investors in Australia. This special class of investor is specific, and we are limited to investors on behalf of Christian Schools, Registered Christian Charities, and Incorporated Christian Religious Institutions. Individuals may invest money into Schools, Charities and Churches that are incorporated, however we do not set up accounts for the category of Retail Customers.
No. Anglican Funds Management provides Investment Portfolio Services to Christian Institutional Investors in Australia. However, this special class of investor is specific, limited to Christian Schools, Registered Christian Charities, and Incorporated Christian Religious Institutions. Money held in superannuation is governed under SIS Legislation, Under the sole purpose test for Super Investments, money is held in trust for individual retirement benefit once meeting certain conditions of release. As this category is considered investing for the benefit of individuals, Anglican Funds Management is restricted from being able to invest on behalf of Super Funds.
No. Anglican Funds Management provides specialized services via its community fund to Anglican-only investors. One of the additional services offered to Anglican Entities is the ability to participate in applying for loans. Lending services are restricted to Anglican Institutional Investors only. Therefore, if your organization is not Anglican, you would not be eligible to apply for a loan through Anglican Funds Management.
Anglican Funds Manage provides Term Investments to Christian Schools, Churches and Charities. Minimum Term Investments are as low as $1,000 for Anglican Entities.
The team at AFM would like to wish you a Happy and Prosperous New Year as you continue to steward resources entrusted to you.
As 2024 comes to a close, I want to take a moment to acknowledge the incredible work of investors, donors, and organisations in the community and not-for-profit space. Your dedication to stewarding capital for meaningful programs transforms lives and strengthens communities.
As we step into 2025, may your efforts continue to create impact, inspire change, and build a future filled with hope and opportunity for those who need it most. Here’s to another year of collaboration, innovation, and purpose-driven investment!
Wishing you all success and sustainability in your missions for the year ahead.
AFM Team
1300 059 305
www.anglicanfundsmanagement.com.au
Global Market Outlook
Global Markets at mid-year 2024 are priced for no-recession soft landing in the U.S., but mixed data signals are delaying central bank rate cuts. This creates some risk of harder landing in late 2024/early 2025. There is still no clear answer to this year’s key question: is the U.S. economy headed toward a no, soft or hard landing?
We see plausible reasons why any of these scenarios are possible.
Just as last year’s investor pessimism was overdone, we worry this year’s optimism could eventually prove to be excessive.
Credit: Andrew Pease, Chief Investment Strategist, Russell Investments.
RBA Rate – Announcement December 2024 meeting
The Reserve Bank of Australia kept the cash rate unchanged at 4.35% at the December meeting. The board have become a bit more confident that inflation is on a path towards the target, following a round of softer economic data. Market pricing has moved a bit closer, with a full cut now more than fully priced by April 2025. Risks around this timing are now considered to be more balanced. the key watch points that may will be factored in continue to be monitoring the if any changes in the labour markets, whilst consumer spending and inflation will be the key watchpoints for the months ahead.