UniSuper Australian Income Pen

44870

UniSuper Australian Income Pen 44870 Strategy

To invest in a range of global, Australian and New Zealand corporate bonds with some flexibility to consider allocations to other securities including but not limited to hybrids, emerging market debt, residential mortgage-backed securities, commercial mortgage-backed securities, cash (including short dated government securities) and municipal bonds when appropriate. Although unlikely, equity holdings may arise in the event of a default, restructure or conversion of an existing credit security.
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

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,954.60104.20-1.15%
CAC 408,273.8411.680.14%
DAX 4024,721.46230.400.94%
Dow JONES (US)50,115.671,206.952.47%
FTSE 10010,369.7560.530.59%
HKSE26,559.95325.29-1.21%
NASDAQ23,031.21490.632.18%
Nikkei 22554,253.68435.640.81%
NZX 50 Index13,444.0223.27-0.17%
S&P 5006,932.30133.901.97%
S&P/ASX 2008,708.8096.70-1.10%
SSE Composite Index4,065.5810.33-0.25%

Market Movers