Australian Ethical Growth Pen

AUG0105AU

Australian Ethical Growth Pen AUG0105AU Strategy

The opportunity to invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials. Generally, all Australian investments will have a market capitalisation greater than the 200th ranked stock listed on the ASX or has a market capitalisation greater than $1bn. The Fund has a low level of turnover and aims to be fully invested at all times.
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: August 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

Another dawn for hedge funds?

The opportunity and evolving role of hedge funds for investors today.
funds

The hidden costs of passive investing

Index funds and systematic strategies face trading frictions that quietly erode investor returns.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,277.100.000.00%
CAC 407,919.6214.64-0.18%
DAX 4024,236.94150.99-0.62%
Dow JONES (US)46,270.46202.880.44%
FTSE 1009,452.779.900.10%
HKSE25,749.68308.331.21%
NASDAQ22,521.70172.91-0.76%
Nikkei 22547,542.80695.481.48%
NZX 50 Index13,307.4030.410.23%
S&P 5006,644.3110.41-0.16%
S&P/ASX 2008,968.900.200.00%
SSE Composite Index3,869.254.020.10%

Market Movers