Dimensional Australian Sustainability
DFA2068AU
Dimensional Australian Sustainability DFA2068AU Strategy
The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities, and adjusted to take into account certain environmental and sustainability impact and social considerations.
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.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,785.10 | 101.70 | 1.17% |
| CAC 40 | 7,891.68 | 14.72 | -0.19% |
| DAX 40 | 21,585.93 | 80.23 | 0.37% |
| Dow JONES (US) | 44,873.28 | 317.24 | 0.71% |
| FTSE 100 | 8,623.29 | 52.52 | 0.61% |
| HKSE | 20,745.50 | 148.41 | 0.72% |
| NASDAQ | 19,692.33 | 38.31 | 0.19% |
| Nikkei 225 | 39,064.99 | 233.51 | 0.60% |
| 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 | 3,264.34 | 34.85 | 1.08% |