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
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Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 2026
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 | 9,155.80 | 34.00 | 0.37% |
| CAC 40 | 8,295.86 | 50.07 | 0.61% |
| DAX 40 | 23,938.70 | 131.71 | 0.55% |
| Dow JONES (US) | 48,185.80 | 275.88 | 0.58% |
| FTSE 100 | 10,640.62 | 37.14 | 0.35% |
| HKSE | 25,893.54 | 141.14 | 0.55% |
| NASDAQ | 22,822.42 | 187.42 | 0.83% |
| Nikkei 225 | 56,924.11 | 1,028.79 | 1.84% |
| NZX 50 Index | 13,181.44 | 92.37 | -0.70% |
| S&P 500 | 6,824.66 | 41.85 | 0.62% |
| S&P/ASX 200 | 8,960.60 | 36.20 | 0.41% |
| SSE Composite Index | 3,986.22 | 20.05 | 0.51% |