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
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Listed Investment Companies monthly performance: December 2025
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).
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Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 2025
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 | 9,236.90 | 6.40 | -0.07% |
| CAC 40 | 8,068.93 | 2.25 | 0.03% |
| DAX 40 | 24,293.24 | 529.55 | -2.13% |
| Dow JONES (US) | 48,891.23 | 124.37 | -0.25% |
| FTSE 100 | 10,170.70 | 16.27 | 0.16% |
| HKSE | 27,968.09 | 141.18 | 0.51% |
| NASDAQ | 23,372.03 | 485.41 | -2.03% |
| Nikkei 225 | 53,375.60 | 16.89 | 0.03% |
| NZX 50 Index | 13,348.61 | 64.26 | -0.48% |
| S&P 500 | 6,905.61 | 72.42 | -1.04% |
| S&P/ASX 200 | 8,927.50 | 4.30 | 0.05% |
| SSE Composite Index | 4,157.98 | 6.75 | 0.16% |