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
Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage
Long-term trends point to categories where active managers are more likely to outperform.
funds
Why passive investing doesn't always work in fixed income
Passive investing thrives in efficient markets, but fixed income faces more headwinds
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,255.20 | 20.50 | 0.22% |
| CAC 40 | 8,501.91 | 7.45 | -0.09% |
| DAX 40 | 26,091.33 | 37.03 | -0.14% |
| Dow JONES (US) | 53,463.05 | 119.65 | 0.22% |
| FTSE 100 | 10,743.35 | 15.31 | 0.14% |
| HKSE | 25,495.07 | 23.92 | 0.09% |
| NASDAQ | 26,331.09 | 41.38 | 0.16% |
| Nikkei 225 | 65,326.42 | 2,134.30 | -3.16% |
| NZX 50 Index | 13,929.67 | 63.49 | 0.46% |
| S&P 500 | 7,707.98 | 16.22 | 0.21% |
| S&P/ASX 200 | 9,053.80 | 25.20 | 0.28% |
| SSE Composite Index | 3,894.42 | 95.88 | -2.40% |