Australian Ethical Growth Pen
AUG0105AU
Australian Ethical Growth Pen AUG0105AU Strategy
The opportunity to invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials. Generally, all Australian investments will have a market capitalisation greater than the 200th ranked stock listed on the ASX or has a market capitalisation greater than $1bn. The Fund has a low level of turnover and aims to be fully invested at all times.
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
Listed Investment Companies monthly performance: November 2024
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).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 2024
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 | 8,456.80 | 15.00 | -0.18% |
| CAC 40 | 7,429.48 | 5.81 | 0.08% |
| DAX 40 | 20,319.64 | 48.31 | 0.24% |
| Dow JONES (US) | 42,518.28 | 221.16 | 0.52% |
| FTSE 100 | 8,262.95 | 61.41 | 0.75% |
| HKSE | 19,286.07 | 66.29 | 0.34% |
| NASDAQ | 19,044.39 | 43.71 | -0.23% |
| Nikkei 225 | 38,444.58 | 29.72 | -0.08% |
| NZX 50 Index | 12,943.57 | 59.19 | 0.46% |
| S&P 500 | 5,842.91 | 6.69 | 0.11% |
| S&P/ASX 200 | 8,213.30 | 17.70 | -0.22% |
| SSE Composite Index | 3,227.12 | 13.82 | -0.43% |