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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
DigitalX Bitcoin BQC7957AU Not Rated Miscellaneous -32.53% -30.39% 37.64%
DigitalX Bitcoin ETF Not Rated Miscellaneous -34.44% -32.57% n/a
Dimensional 2 - Yr Sustainability Fixed Interest AUD DFA0002AU starstarstarstarstar Bonds - Global 1.05% 4.11% 4.37%
Dimensional 2 - Yr Sustainability Fixed Interest NZD DFA0045AU starstarstarstarstar 0.72% 3.31% 4.79%
Dimensional Australian Cor Equities Trust - Active ETF starstarstarstarstar Equity Australia Large Blend 6.31% 20.99% 13.43%
Dimensional Australian Core Equity Trust DFA0003AU starstarstarstarstar Equity Australia Large Blend 6.31% 20.99% 13.43%
Dimensional Australian Core Imputation Trust DFA0036AU starstarstarstarstar Equity Australia Large Blend 8.99% 23.91% 13.84%
Dimensional Australian Large Company Trust DFA0103AU starstarstarstar Equity Australia Large Blend 8.13% 17.01% 12.04%
Dimensional Australian Small Company Trust DFA0104AU starstarstarstar Equity Australia Mid/Small Blend -0.24% 23.51% 14.55%
Dimensional Australian Sustainability DFA2068AU starstarstarstar Equity Australia Large Blend 1.85% 17.47% 14.74%
Dimensional Australian Value Active ETF starstarstarstarstar Equity Australia Large Value 11.56% 31.84% 16.38%
Dimensional Australian Value Trust - Active ETF DFA0101AU starstarstarstarstar 11.56% 31.94% 16.39%
Dimensional Emerging Markets Sustnblty Trust DFA8887AU starstarstar Equity Emerging Markets 6.25% 24.89% 16.90%
Dimensional Emerging Markets Value Trust DFA0107AU starstarstarstarstar Equity Emerging Markets 9.40% 27.65% 19.42%
Dimensional Five-year Diversified Fixed Interest DFA0108AU starstarstarstar Bonds - Global 1.22% 4.38% 4.40%
Dimensional Five-year Diversified Fixed Interest NZD DFA0001AU starstarstarstarstar 0.89% 3.58% 4.80%
Dimensional Five-year Diversified Fixed Interest NZD starstar n/a n/a n/a
Dimensional Global Bond Sustainability AUD DFA0642AU starstarstar Bonds - Global 1.36% 4.78% 5.08%
Dimensional Global Bond Sustnby NZD DFA6872AU Not Rated 1.05% 3.96% 5.44%
Dimensional Global Bond Trust DFA0028AU starstarstarstar Bonds - Global 1.46% 4.89% 5.16%
Dimensional Global Bond Trust NZD DFA0038AU Not Rated 1.15% 4.13% 5.60%
Dimensional Global Core Equities Hedged Active ETF starstarstar Equity World - Currency Hedged 6.16% 20.49% 17.17%
Dimensional Global Core Equity AUD Hedged DFA0009AU starstarstar Equity World - Currency Hedged 6.16% 20.49% 17.17%
Dimensional Global Core Equity NZD Hedged starstar n/a n/a n/a
Dimensional Global Core Equity NZD Hedged DFA0039AU Not Rated 6.00% 20.14% 17.91%

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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.