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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

funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,028.20 65.10 0.82%
CAC 40 7,864.70 75.49 0.97%
DAX 40 18,630.86 260.92 1.42%
Dow JONES (US) 38,712.21 35.21 -0.09%
FTSE 100 8,215.48 67.67 0.83%
HKSE 17,937.84 238.50 -1.31%
NASDAQ 17,608.44 264.89 1.53%
Nikkei 225 39,071.29 194.58 0.50%
NZX 50 Index 11,788.99 47.11 0.40%
S&P 500 5,421.03 45.71 0.85%
S&P/ASX 200 7,777.10 61.60 0.80%
SSE Composite Index 3,037.47 9.42 0.31%

Market Movers

Name
Last price
Change
% Change
Peninsula Energy Ltd PEN 0.10 0.00 4.17%
Core Lithium Ltd CXO 0.10 0.00 3.16%
Imugene Ltd IMU 0.06 0.00 3.51%
Alligator Energy Ltd AGE 0.06 0.00 5.66%
CSR Ltd CSR 8.96 0.00 0.00%
Sayona Mining Ltd SYA 0.04 0.00 2.70%
Pilbara Minerals Ltd PLS 3.38 0.03 -0.88%
Zip Co Ltd ZIP 1.36 0.06 4.63%
Incitec Pivot Ltd IPL 2.93 0.04 -1.18%
Droneshield Ltd DRO 1.40 0.04 2.56%