September, 2020
No commentary
File:ticker: DFA0104AU
commentary_block: Array
factsheet_url:
https://au.dimensional.com/funds/australian-small-company-trust
release_schedule: NO COMMENTARY
fund_features:
Dimensional Australian Small Company Trust Fund’s objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies listed in Australia.
- 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 Small Ordinaries Index.
- The fund seeks to provide long-term capital growth through access to the higher expected returns and diversification benefits of small companies.
- It invests in listed ordinary shares of small companies with market capitalisation of greater than $15 million, and less than a limit set by the Investment Committee.
manager_contact_details: Array
asset_class: Domestic Equity
asset_category: Australian Small Cap
peer_benchmark: Domestic Equity - Small Cap Index
broad_market_index: ASX Index Small Ordinaries Index
structure: Managed Fund