U Ethical Australian Equities Tr Wholsl

UGF2230AU

U Ethical Australian Equities Tr Wholsl UGF2230AU Strategy

The Trust provides exposure to a diversified portfolio of Australian equities subject to U Ethical’s ethical investment policy. Financial evaluation is focussed on quality and value.
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: July 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).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 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 Ordinaries9,140.5011.000.12%
CAC 407,674.7824.14-0.31%
DAX 4023,596.98173.35-0.73%
Dow JONES (US)45,357.82263.47-0.58%
FTSE 1009,208.218.66-0.09%
HKSE25,417.98359.471.43%
NASDAQ21,661.6746.03-0.21%
Nikkei 22543,018.75438.481.03%
NZX 50 Index13,223.5390.330.69%
S&P 5006,470.2131.87-0.49%
S&P/ASX 2008,871.208.600.10%
SSE Composite Index3,812.5146.641.24%

Market Movers