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.
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,558.60 | 0.00 | 0.00% |
| CAC 40 | 7,384.62 | 18.92 | 0.26% |
| DAX 40 | 20,260.90 | 14.53 | 0.07% |
| Dow JONES (US) | 43,616.69 | 166.79 | 0.38% |
| FTSE 100 | 8,199.11 | 3.91 | 0.05% |
| HKSE | 19,864.55 | 164.07 | 0.83% |
| NASDAQ | 20,157.96 | 48.90 | 0.24% |
| Nikkei 225 | 39,081.71 | 282.97 | -0.72% |
| NZX 50 Index | 12,865.55 | 48.75 | -0.38% |
| S&P 500 | 6,066.30 | 15.69 | 0.26% |
| S&P/ASX 200 | 8,309.40 | 4.60 | -0.06% |
| SSE Composite Index | 3,382.21 | 20.72 | 0.62% |