DFA0003AU Dimensional Australian Core Equity Trust

ticker: DFA0003AU
release_schedule: NO COMMENTARY
fund_features:

The investment objective of the Dimensional Australian Core Equity Trust  is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased exposure to small companies and Value Companies relative to a Market Capitalisation Weighted portfolio.

  • 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 broad measure of market performance, reference may be made to the S&P/ASX 300 Index.
  • Investors should note that the index is referred to for comparison purposes only.
  • The index is not intended to represent the current or targeted asset allocation of the Trust. The performance of the Trust may differ significantly from the index.

manager_contact_details: Array
asset_class: Domestic Equity
asset_category: Australia Large Value
peer_benchmark: Domestic Equity - Large Value Index
broad_market_index: ASX Index 200 Index
structure: Managed Fund