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U Ethical Growth Portfolio

UGL0002AU

U Ethical Growth Portfolio UGL0002AU Strategy

To achieve its investment objective, the UCA Growth Portfolio invests in Australian shares, international shares, fixed interest securities and cash. The Portfolio does not invest in direct property. The Portfolio has a Strategic Asset Allocation of 85% to Australian shares, which includes listed property trusts (as UCA Growth does not invest in direct property), 10% to international shares and 5% to fixed interest and cash, which is held through UCA Cash.
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: May 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).
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Contrasting views of investing that may both be right

Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.
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How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,975.10 64.80 -0.81%
CAC 40 7,682.97 54.40 0.71%
DAX 40 18,272.94 109.42 0.60%
Dow JONES (US) 39,150.33 15.57 0.04%
FTSE 100 8,283.49 45.77 0.56%
HKSE 18,027.71 0.81 -0.00%
NASDAQ 17,689.36 32.23 -0.18%
Nikkei 225 38,804.65 208.18 0.54%
NZX 50 Index 11,627.86 54.53 -0.47%
S&P 500 5,464.62 8.55 -0.16%
S&P/ASX 200 7,733.70 62.30 -0.80%
SSE Composite Index 2,963.10 35.04 -1.17%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.06 0.00 -6.78%
Peninsula Energy Ltd PEN 0.10 0.02 -13.04%
Red 5 Ltd RED 0.41 0.01 -2.38%
Sayona Mining Ltd SYA 0.03 0.00 -2.86%
Cettire Ltd CTT 1.14 1.11 -49.33%
Liontown Resources Ltd LTR 0.91 0.03 -2.67%
Pilbara Minerals Ltd PLS 3.11 0.00 0.00%
Core Lithium Ltd CXO 0.08 0.00 -4.82%
Botanix Pharmaceuticals Ltd BOT 0.38 0.02 4.17%
Telstra Group Ltd TLS 3.62 0.04 -1.09%