Dimensional Five-Year Diversified FI NZD
DFA0001AU
Dimensional Five-Year Diversified FI NZD DFA0001AU Strategy
Within the risk constraints of investing in eligible short to intermediate-term, high credit quality instruments, the objective of the Trust is to maximise the return of a broadly diversified portfolio of domestic and global fixed interest and money market securities.
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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
funds
Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
funds
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.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,601.70 | 97.40 | -1.12% |
CAC 40 | 8,122.58 | 12.04 | 0.15% |
DAX 40 | 22,314.65 | 118.98 | -0.53% |
Dow JONES (US) | 44,066.73 | 560.86 | -1.26% |
FTSE 100 | 8,662.97 | 49.56 | -0.57% |
HKSE | 22,576.98 | 367.26 | -1.60% |
NASDAQ | 19,929.85 | 126.41 | -0.63% |
Nikkei 225 | 38,678.04 | 486.57 | -1.24% |
NZX 50 Index | 12,880.36 | 153.00 | -1.17% |
S&P 500 | 6,106.58 | 37.57 | -0.61% |
S&P/ASX 200 | 8,322.80 | 96.40 | -1.15% |
SSE Composite Index | 3,350.78 | 0.76 | -0.02% |