Dimensional Global Sustainability PIE
25320
Dimensional Global Sustainability PIE 25320 Strategy
The Trust is managed to invest in a broadly diversified portfolio of eligible intermediate term domestic and global fixed interest and money market securities. Within portfolio constraints, including controls on portfolio maturity, security maturity, credit quality and diversification, and adjusted to take into account certain Sustainability Considerations, the objective of the Trust is to maximise the return of the portfolio.
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 | 8,644.50 | 15.90 | -0.18% |
| CAC 40 | 7,897.37 | 9.21 | -0.12% |
| DAX 40 | 21,430.58 | 148.40 | 0.70% |
| Dow JONES (US) | 44,850.35 | 136.77 | 0.31% |
| FTSE 100 | 8,533.87 | 30.16 | 0.35% |
| HKSE | 20,225.11 | 27.34 | 0.14% |
| NASDAQ | 19,733.59 | 391.75 | 2.03% |
| Nikkei 225 | 39,016.87 | 548.93 | -1.39% |
| NZX 50 Index | 12,972.33 | 15.18 | 0.12% |
| S&P 500 | 6,067.70 | 55.42 | 0.92% |
| S&P/ASX 200 | 8,399.10 | 9.80 | -0.12% |
| SSE Composite Index | 3,250.60 | 2.03 | -0.06% |