Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Dimensional Global Sustainability PIE

Retail

Fund Report | Report generated 09 Aug 2022 |

Performance

30 Jun 2022

Growth of $10,000

Fund
Fund: Dimensional Global Sustainability PIE
Index
Index: MSCI World GR NZD
Category
Category: Equity Region World

Financial Year Total Returns

-- -- -- Jun-22
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 30 Jun 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 27 Jun 2022
Responsible Entity DFA Australia Limited
Fund Manager DFA Australia Limited
Base Currency $NZ
Net Assets $Mil
(as at --)
--
Minimum Investment $ 25,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 05 Aug 2022

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region World
Entry Price $ 1.0924
Exit Price $ 1.0902
Exit Price
1 Week Change $
0.0145

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --