Alpha Moderate
ETL6153AU
Alpha Moderate ETL6153AU Strategy
This Fund is a Moderate investment strategy, which aims to provide a blend of capital growth & income. The Fund is diversified across a range of asset classes, including Australian & international shares, property securities, infrastructure securities, Australian & international fixed interest, cash & alternatives. The Fund seeks to invest in companies that demonstrate leading ESG & ethical practices, while seeking to avoiding exposure to companies with core business in activities which negatively impact the environment or society.
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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Is there still a case for active management?
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Listed Investment Companies monthly performance: October 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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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,912.00 | 2.90 | 0.03% |
| CAC 40 | 8,096.43 | 70.63 | 0.88% |
| DAX 40 | 23,726.22 | 261.59 | 1.11% |
| Dow JONES (US) | 47,427.12 | 1,181.71 | 2.56% |
| FTSE 100 | 9,691.58 | 82.05 | 0.85% |
| HKSE | 26,075.93 | 147.85 | 0.57% |
| NASDAQ | 23,214.69 | 189.10 | 0.82% |
| Nikkei 225 | 50,207.47 | 648.40 | 1.31% |
| NZX 50 Index | 13,432.20 | 129.81 | -0.96% |
| S&P 500 | 6,812.61 | 46.73 | 0.69% |
| S&P/ASX 200 | 8,617.30 | 2.40 | 0.03% |
| SSE Composite Index | 3,890.05 | 25.86 | 0.67% |