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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

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
funds

Listed Investment Companies monthly performance: March 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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,960.90 23.00 0.29%
CAC 40 8,105.78 65.42 0.81%
DAX 40 18,137.65 276.85 1.55%
Dow JONES (US) 38,503.69 263.71 0.69%
FTSE 100 8,044.81 20.94 0.26%
HKSE 17,076.19 247.26 1.47%
NASDAQ 15,696.64 245.33 1.59%
Nikkei 225 38,334.56 782.40 2.08%
NZX 50 Index 11,879.78 76.50 0.65%
S&P 500 5,070.55 59.95 1.20%
S&P/ASX 200 7,707.30 23.80 0.31%
SSE Composite Index 3,029.16 7.18 0.24%

Market Movers

Name
Last price
Change
% Change
Base Resources Ltd BSE 0.24 0.02 6.67%
Telstra Group Ltd TLS 3.69 0.01 -0.14%
Zip Co Ltd ZIP 1.20 0.03 -2.05%
Cleanaway Waste Management Ltd CWY 2.67 0.35 -11.46%
Droneshield Ltd DRO 0.85 0.08 -8.87%
Immutep Ltd IMM 0.43 0.04 10.39%
Imugene Ltd IMU 0.08 0.00 -1.76%
Chalice Mining Ltd CHN 1.21 0.08 -6.03%
South32 Ltd S32 3.32 0.00 0.00%
Pilbara Minerals Ltd PLS 3.87 0.06 1.57%