U Ethical Growth Portfolio
UGL0002AU
U Ethical Growth Portfolio UGL0002AU Strategy
The Portfolio aims to invest in Australian shares (via the U Ethical Australian Equities Trust – Wholesale), international shares (via the U Ethical International Equities Trust – Wholesale), listed property, (via the U Ethical Property Trust*) and fixed income and cash (generally via the U Ethical Enhanced Income Trust – Wholesale).
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
funds
Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,683.90 | 11.50 | 0.13% |
| CAC 40 | 7,811.44 | 38.99 | 0.50% |
| DAX 40 | 22,708.86 | 145.98 | 0.65% |
| Dow JONES (US) | 45,216.14 | 49.50 | 0.11% |
| FTSE 100 | 10,199.26 | 71.30 | 0.70% |
| HKSE | 24,788.14 | 37.35 | 0.15% |
| NASDAQ | 20,794.64 | 153.72 | -0.73% |
| Nikkei 225 | 51,063.72 | 822.13 | -1.58% |
| NZX 50 Index | 12,912.11 | 163.19 | 1.28% |
| S&P 500 | 6,343.72 | 25.13 | -0.39% |
| S&P/ASX 200 | 8,481.80 | 4.60 | 0.05% |
| SSE Composite Index | 3,891.86 | 31.43 | -0.80% |