Morningstar Fund Report
Dimensional Global Sustainability PIE
Performance
30 Jun 2022
Growth of $10,000

Fund: Dimensional Global Sustainability PIE

Index: MSCI World GR NZD

Category: Equity Region World
Financial Year Total Returns
-- | -- | -- | Jun-22 | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Jun 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -- | -- | -- | -- |
3 Month | -- | -- | -- | -- |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 30 Jun 20223-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
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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 |
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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 | -- / -- |