Dimensional World Allocation 70/30 Trust
DFA0029AU
Dimensional World Allocation 70/30 Trust DFA0029AU Strategy
To provide a total return, consisting of capital appreciation and income, by gaining exposure to a diversified portfolio of companies and real estate securities listed on approved developed and emerging markets, and domestic and global fixed interest securities. The Trust will seek to target approximately 70% exposure to equities and 30% exposure to fixed interest assets.
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: December 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).
funds
Listed Investment Companies monthly performance: November 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).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,629.10 | 51.40 | -0.59% |
| CAC 40 | 7,868.00 | 30.60 | 0.39% |
| DAX 40 | 21,317.86 | 63.59 | 0.30% |
| Dow JONES (US) | 44,156.73 | 130.92 | 0.30% |
| FTSE 100 | 8,549.75 | 4.62 | 0.05% |
| HKSE | 19,700.56 | 78.21 | -0.40% |
| NASDAQ | 20,009.34 | 252.56 | 1.28% |
| Nikkei 225 | 39,958.87 | 312.62 | 0.79% |
| NZX 50 Index | 13,060.08 | 22.94 | 0.18% |
| S&P 500 | 6,086.37 | 37.13 | 0.61% |
| S&P/ASX 200 | 8,378.70 | 51.10 | -0.61% |
| SSE Composite Index | 3,230.16 | 16.54 | 0.51% |