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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Dimensional 2 - Yr Sustainability Fixed Interest AUD DFA0002AU starstarstarstar Bonds - Global 1.08% 3.94% 0.31%
Dimensional Australian Core Equity Trust DFA0003AU starstarstarstar Equity Australia Large Blend 5.87% 14.90% 9.89%
Dimensional Australian Core Imputation Trust DFA0036AU starstarstarstar Equity Australia Large Blend 5.41% 15.01% 9.90%
Dimensional Australian Large Company Trust DFA0103AU starstarstarstar Equity Australia Large Blend 4.99% 13.51% 10.23%
Dimensional Australian Small Company Trust DFA0104AU starstarstar Equity Australia Mid/Small Blend 7.26% 18.25% 7.77%
Dimensional Australian Sustainability DFA2068AU starstarstarstar Equity Australia Large Blend 8.28% 19.86% 10.30%
Dimensional Australian Value Trust DFA0101AU starstarstarstar Equity Australia Large Value 5.46% 15.51% 11.12%
Dimensional AustralianCoreEquityTrustETF starstarstarstar Equity Australia Large Blend 5.86% 14.85% 9.89%
Dimensional Emerging Markets Value Trust DFA0107AU starstarstarstar Equity Emerging Markets 6.92% 18.08% 9.52%
Dimensional Five-year Diversified Fixed Interest DFA0108AU starstarstar Bonds - Global 1.02% 3.54% -1.19%
Dimensional Global Bond Sustainability AUD DFA0642AU starstarstar Bonds - Global -0.11% 4.43% -2.71%
Dimensional Global Bond Trust DFA0028AU starstarstarstar Bonds - Global -0.14% 4.47% -2.60%
Dimensional Global Core Equity AUD Hedged DFA0009AU starstarstar Equity World - Currency Hedged 9.33% 22.44% 8.04%
Dimensional Global Core Equity Trust DFA0004AU starstarstar Equity World Large Blend 13.39% 25.83% 13.57%
Dimensional Global Large Company Trust DFA0105AU starstarstarstar Equity World Large Blend 14.41% 28.65% 14.95%
Dimensional Global Real Estate Trust DFA0005AU starstarstarstarstar Equity Global Real Estate 4.40% 11.82% 6.24%
Dimensional Global Small Company Trust DFA0106AU starstarstarstar Equity World Mid/Small 10.23% 21.27% 9.61%
Dimensional Global Sustainability Trust Hedged DFA0042AU starstarstarstar Equity World - Currency Hedged 9.51% 24.29% 7.74%
Dimensional Global Sustainability Trust Unhedged DFA0041AU starstarstarstar Equity World Large Blend 13.61% 27.89% 13.23%
Dimensional Global Value Trust DFA0102AU starstarstar Equity World Large Value 15.82% 27.13% 15.94%
Dimensional Sustnby World Allocation 70/30 Trust DFA7518AU starstarstar Multisector Growth 6.84% 16.96% 6.09%
Dimensional World Allocation 30/70 DFA8313AU starstarstarstar Multisector Moderate 3.13% 8.53% 2.55%
Dimensional World Allocation 50/50 Trust DFA0033AU starstarstarstar Multisector Balanced 4.65% 11.68% 4.08%
Dimensional World Allocation 70/30 Trust DFA0029AU starstarstarstar Multisector Growth 6.17% 15.01% 6.17%
Dimensional World Equity Trust DFA0035AU starstarstarstar Multisector Aggressive 8.94% 19.71% 10.09%

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.