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U Ethical International Equities Tr WS B

UGF1996AU

U Ethical International Equities Tr WS B UGF1996AU Strategy

The Trust provides exposure to a high conviction portfolio of international equities subject to U Ethical’s ethical investment policy. Each company must attain a minimum environmental, social and governance (ESG) rating, while the overall portfolio must attain a minimum alignment to United Nations Sustainable Development Goals (SDGs). Financial evaluation is focussed on quality and value.
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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
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

Listed Investment Companies monthly performance: February 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).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,797.70 101.20 -1.28%
CAC 40 8,023.26 41.75 0.52%
DAX 40 17,837.40 67.38 0.38%
Dow JONES (US) 37,775.38 22.07 0.06%
FTSE 100 7,877.05 29.06 0.37%
HKSE 16,246.34 139.53 -0.85%
NASDAQ 15,601.50 81.87 -0.52%
Nikkei 225 37,127.60 952.10 -2.50%
NZX 50 Index 11,797.15 38.89 -0.33%
S&P 500 5,011.12 11.09 -0.22%
S&P/ASX 200 7,540.90 101.20 -1.32%
SSE Composite Index 3,074.22 0.00 -0.00%

Market Movers

Name
Last price
Change
% Change
Pantoro Ltd PNR 0.09 0.00 2.30%
Imugene Ltd IMU 0.08 0.00 -2.56%
Sayona Mining Ltd SYA 0.03 0.00 0.00%
Alligator Energy Ltd AGE 0.06 0.00 0.00%
Pilbara Minerals Ltd PLS 3.87 0.06 -1.40%
Alumina Ltd AWC 1.52 0.03 -1.77%
Telstra Group Ltd TLS 3.64 0.04 -0.95%
The Star Entertainment Group Ltd SGR 0.42 0.01 -1.19%
Evolution Mining Ltd EVN 4.09 0.09 2.25%
Whitehaven Coal Ltd WHC 7.89 0.01 0.13%