Aust Unity Conservative Growth Bond

AUS0312AU

Aust Unity Conservative Growth Bond AUS0312AU Strategy

To invest in a diversified portfolio of shares; property securities; fixed interest; mortgages and cash. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): cash and short-term securities 5-15% (10%); mortgages 25-35% (30%); Australian fixed interest securities 25-35% (30%); property 5-15% (10%); Australian shares 10-20% (14%) and international shares 0-10% (6%).
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

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.
funds

Blue Owl offers a harsh lesson for semiliquid fund investors

Analyzing the saga of this US private credit BDC.
funds

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 Ordinaries9,117.10303.40-3.22%
CAC 408,195.9092.061.14%
DAX 4024,209.42418.771.76%
Dow JONES (US)48,750.59249.320.51%
FTSE 10010,571.06209.05-1.94%
HKSE25,249.481,131.54-4.29%
NASDAQ22,824.15307.461.37%
Nikkei 22554,245.544,507.85-7.67%
NZX 50 Index13,531.12139.59-1.02%
S&P 5006,869.7853.150.78%
S&P/ASX 2008,901.20280.50-3.05%
SSE Composite Index4,082.4740.20-0.98%

Market Movers