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
KiwiSaver Survey | September Quarter 2024
The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
funds
New Zealand sustainable funds buck global trends
Insights from Morningstar’s Q3 New Zealand Sustainable Flow report
funds
Listed Investment Companies monthly performance: September 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 | 8,515.20 | 3.70 | -0.04% |
| CAC 40 | 7,226.98 | 199.90 | -2.69% |
| DAX 40 | 19,033.64 | 414.96 | -2.13% |
| Dow JONES (US) | 43,910.98 | 382.15 | -0.86% |
| FTSE 100 | 8,025.77 | 99.42 | -1.22% |
| HKSE | 19,846.88 | 580.05 | -2.84% |
| NASDAQ | 19,281.40 | 17.36 | -0.09% |
| Nikkei 225 | 39,376.09 | 157.23 | -0.40% |
| NZX 50 Index | 12,684.56 | 64.80 | -0.51% |
| S&P 500 | 5,983.99 | 17.36 | -0.29% |
| S&P/ASX 200 | 8,255.60 | 10.60 | -0.13% |
| SSE Composite Index | 3,421.97 | 48.10 | -1.39% |