Aust Unity Edu Savings Medium Term
AUS0106AU
Aust Unity Edu Savings Medium Term AUS0106AU 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): international shares 20-30% (25%); Australian shares 30-40% (35%); listed property trusts 5-15% (10%); Australian fixed interest 10-20% (15%); mortgages 5-15% (10%); cash 0-10% (5%).
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
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
funds
Chart of the Week: The resounding impact of fees on your fund’s success
An updated look at the enduring predictive power of fees.
funds
Listed Investment Companies monthly performance: March 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 | 9,017.20 | 3.10 | -0.03% |
| CAC 40 | 8,180.02 | 29.07 | -0.35% |
| DAX 40 | 24,870.70 | 253.47 | -1.01% |
| Dow JONES (US) | 51,307.79 | 228.91 | 0.45% |
| FTSE 100 | 10,333.16 | 40.35 | -0.39% |
| HKSE | 25,633.21 | 405.11 | -1.56% |
| NASDAQ | 27,093.90 | 7.09 | 0.03% |
| Nikkei 225 | 68,402.13 | 1,667.89 | 2.50% |
| NZX 50 Index | 13,115.08 | 55.63 | -0.42% |
| S&P 500 | 7,609.78 | 9.82 | 0.13% |
| S&P/ASX 200 | 8,785.70 | 5.90 | 0.07% |
| SSE Composite Index | 4,083.97 | 8.87 | 0.22% |