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
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Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 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 | 9,117.10 | 40.60 | -0.44% |
| CAC 40 | 8,167.73 | 63.89 | 0.79% |
| DAX 40 | 24,205.36 | 414.71 | 1.74% |
| Dow JONES (US) | 48,788.54 | 287.27 | 0.59% |
| FTSE 100 | 10,567.65 | 83.52 | 0.80% |
| HKSE | 25,249.48 | 518.60 | -2.01% |
| NASDAQ | 22,823.67 | 306.98 | 1.36% |
| Nikkei 225 | 54,245.54 | 2,033.51 | -3.61% |
| NZX 50 Index | 13,531.12 | 125.53 | -0.92% |
| S&P 500 | 6,874.95 | 58.32 | 0.86% |
| S&P/ASX 200 | 8,901.20 | 35.80 | -0.40% |
| SSE Composite Index | 4,082.47 | 40.20 | -0.98% |