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
KiwiSaver Survey - March Quarter 2024
KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds
Morningstar reassess view of Platinum ETF and fund
Changes to the portfolio management team drive a ratings revision.
funds
Listed Investment Companies monthly performance: March 2024
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
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,995.70 | 23.70 | -0.30% |
| CAC 40 | 8,204.37 | 4.91 | -0.06% |
| DAX 40 | 18,706.76 | 35.46 | -0.19% |
| Dow JONES (US) | 39,431.51 | 81.33 | -0.21% |
| FTSE 100 | 8,428.48 | 13.49 | 0.16% |
| HKSE | 19,073.71 | 41.35 | -0.22% |
| NASDAQ | 16,388.24 | 47.37 | 0.29% |
| Nikkei 225 | 38,356.06 | 176.60 | 0.46% |
| NZX 50 Index | 11,618.09 | 34.07 | -0.29% |
| S&P 500 | 5,221.42 | 1.26 | -0.02% |
| S&P/ASX 200 | 7,726.80 | 23.20 | -0.30% |
| SSE Composite Index | 3,145.77 | 2.25 | -0.07% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.05 | 0.01 | 12.20% |
| Pantoro Ltd PNR | 0.08 | 0.01 | -6.98% |
| Telstra Group Ltd TLS | 3.65 | 0.02 | -0.55% |
| Pilbara Minerals Ltd PLS | 3.97 | 0.11 | -2.70% |
| Alumina Ltd AWC | 1.71 | 0.11 | 6.88% |
| Imugene Ltd IMU | 0.07 | 0.00 | 0.00% |
| South32 Ltd S32 | 3.62 | 0.01 | 0.28% |
| Carnarvon Energy Ltd CVN | 0.22 | 0.01 | 2.38% |
| Red 5 Ltd RED | 0.48 | 0.01 | 2.15% |
| Jupiter Mines Ltd JMS | 0.37 | 0.01 | -1.35% |