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
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).
funds
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 | 9,268.50 | 10.00 | 0.11% |
| CAC 40 | 8,152.82 | 21.67 | 0.27% |
| DAX 40 | 24,894.44 | 38.64 | -0.15% |
| Dow JONES (US) | 48,967.47 | 444.93 | -0.90% |
| FTSE 100 | 10,207.80 | 58.95 | 0.58% |
| HKSE | 27,126.95 | 361.43 | 1.35% |
| NASDAQ | 23,841.20 | 239.85 | 1.02% |
| Nikkei 225 | 53,333.54 | 448.29 | 0.85% |
| NZX 50 Index | 13,510.88 | 50.14 | 0.37% |
| S&P 500 | 6,983.31 | 33.08 | 0.48% |
| S&P/ASX 200 | 8,941.60 | 14.90 | 0.17% |
| SSE Composite Index | 4,139.90 | 7.30 | 0.18% |