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  5. Dimensional Global Real Estate NZD Hedged - Managed fund profile

Dimensional Global Real Estate NZD Hedged - Managed Fund

Fund Objective
To provide long-term capital growth by gaining exposure to a diversified portfolio of listed international and Australian real estate securities.
Fund Strategy
Ordinarily, the Trust will pursue its objective by investing in a diverse group of listed real estate securities associated with Australia and other approved developed and emerging markets. Eligible securities for the strategy include the securities of Real Estate Investment Trusts (REITs), REIT-like entities as defined by Dimensional and entities principally engaged in the real estate industry. Investments in eligible securities generally will be made using a Market Capitalisation Weighted approach within each country.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
As at 30 Nov 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
Dimensional Global Real Estate NZD Hedged (Wholesale)
DFA Australia Limited
Not Rated
Unknown
17 Nov 2016
n/a
n/a
n/a
Open
Offer information
Type Description
Minimum initial investment $1,000,000
Minimum additional investments $10,000.00
Minimum redemption amount $10,000.00

FAQs about the Dimensional Global Real Estate NZD Hedged

The objective of the Dimensional Global Real Estate NZD Hedged managed fund is To provide long-term capital growth by gaining exposure to a diversified portfolio of listed international and Australian real estate securities.

The strategy of the Dimensional Global Real Estate NZD Hedged managed fund is Ordinarily, the Trust will pursue its objective by investing in a diverse group of listed real estate securities associated with Australia and other approved developed and emerging markets. Eligible securities for the strategy include the securities of Real Estate Investment Trusts (REITs), REIT-like entities as defined by Dimensional and entities principally engaged in the real estate industry. Investments in eligible securities generally will be made using a Market Capitalisation Weighted approach within each country.

The APIR code of the Dimensional Global Real Estate NZD Hedged managed fund is .

Dimensional Global Real Estate NZD Hedged’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2016.

Dimensional Global Real Estate NZD Hedged’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Nov 2016.

Dimensional Global Real Estate NZD Hedged’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2016.

Dimensional Global Real Estate NZD Hedged’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2016.

The asset allocation of the Dimensional Global Real Estate NZD Hedged managed fund is :

Alternatives
100%

The Responsible Entity for the Dimensional Global Real Estate NZD Hedged managed fund is DFA Australia Limited.

As at , the size of the Dimensional Global Real Estate NZD Hedged managed fund was $ million.

The Dimensional Global Real Estate NZD Hedged managed fund has an inception date of 17 Nov 2016.

The current entry price of the Dimensional Global Real Estate NZD Hedged managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Dimensional Global Real Estate NZD Hedged managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Dimensional Global Real Estate NZD Hedged managed fund is $1,000,000. Minimum additional investment is $10000.

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.