Dimensional World Allocation 30/70
DFA8313AU
Dimensional World Allocation 30/70 DFA8313AU Strategy
To provide a total return, consisting of capital appreciation and income, by gaining exposure to a diversified portfolio of domestic and global fixed interest securities, equity securities of companies and real estate securities listed on approved developed and emerging markets. The Trust will seek to target approximately 30% exposure to equities and 70% 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
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,785.10 | 101.70 | 1.17% |
| CAC 40 | 7,956.46 | 64.78 | 0.82% |
| DAX 40 | 21,770.72 | 184.79 | 0.86% |
| Dow JONES (US) | 44,873.28 | 317.24 | 0.71% |
| FTSE 100 | 8,746.67 | 123.38 | 1.43% |
| HKSE | 20,891.62 | 294.53 | 1.43% |
| NASDAQ | 19,692.33 | 38.31 | 0.19% |
| Nikkei 225 | 39,066.53 | 235.05 | 0.61% |
| NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
| S&P 500 | 6,061.48 | 23.60 | 0.39% |
| S&P/ASX 200 | 8,520.70 | 103.80 | 1.23% |
| SSE Composite Index | 3,270.66 | 41.17 | 1.27% |