Dimensional Five-Year Diversified F/I
DFA0108AU
Dimensional Five-Year Diversified F/I DFA0108AU Strategy
The Trust is not managed with the objective of achieving a particular return relative to a benchmark index. However, to compare the performance of the Trust with a cash index, reference may be made to the Bloomberg AusBond Bank Bill Index (AUD class units).
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
Listed Investment Companies monthly performance: June 2025
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
Listed Investment Companies monthly performance: May 2025
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 | 8,926.20 | 80.60 | -0.89% |
CAC 40 | 7,798.22 | 24.45 | -0.31% |
DAX 40 | 24,307.80 | 18.29 | 0.08% |
Dow JONES (US) | 44,567.05 | 224.86 | 0.51% |
FTSE 100 | 9,012.99 | 20.87 | 0.23% |
HKSE | 24,994.14 | 168.48 | 0.68% |
NASDAQ | 21,047.75 | 152.09 | 0.73% |
Nikkei 225 | 39,819.11 | 82.08 | -0.21% |
NZX 50 Index | 12,961.51 | 81.11 | 0.63% |
S&P 500 | 6,333.49 | 36.70 | 0.58% |
S&P/ASX 200 | 8,668.20 | 89.00 | -1.02% |
SSE Composite Index | 3,559.79 | 25.31 | 0.72% |