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.
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Listed Investment Companies monthly performance: January 2026
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 | 8,976.80 | 44.30 | 0.50% |
| CAC 40 | 8,041.81 | 126.45 | 1.60% |
| DAX 40 | 23,640.03 | 328.60 | -1.37% |
| Dow JONES (US) | 47,370.78 | 335.73 | -0.70% |
| FTSE 100 | 10,353.77 | 58.47 | -0.56% |
| HKSE | 25,898.76 | 490.30 | 1.93% |
| NASDAQ | 22,685.25 | 11.85 | -0.05% |
| Nikkei 225 | 55,025.37 | 776.98 | 1.43% |
| NZX 50 Index | 13,293.13 | 194.30 | 1.48% |
| S&P 500 | 6,767.40 | 14.08 | -0.21% |
| S&P/ASX 200 | 8,743.50 | 39.10 | 0.45% |
| SSE Composite Index | 4,133.43 | 10.29 | 0.25% |