September, 2020
No commentary
File:ticker: DFA0100AU
commentary_block: Array
factsheet_url:
release_schedule: NO COMMENTARY
fund_features:
Dimensional Short Term Fixed Interest is managed reliably, but the odds of much separation with the usual variety of cash vehicles are modest. This strategy focuses on bonds trading at the steepest yield curves in the belief that these securities offer the best return for the risks taken.
- Invests primarily in high credit quality Australian dollar denominated fixed interest and money-markets securities with a maximum weighted average maturity of 1 – 2 year maturity.
- Low risk level.
- Suit those investors seeking a liquid, low risk, diversified portfolio that provides exposure to the returns of short-term fixed interest securities.
- Aims to hedge all foreign currency exposure to the Australian dollar.
- Uses Bloomberg AusBond Bank Bill Index as a reverence benchmark.
manager_contact_details: Array
asset_class: Fixed Income
asset_category: Australian Short Term Fixed Interest
peer_benchmark: Fixed Income - Australian Short Term Index
broad_market_index: Australian Bond Bank 0+Y Index
structure: Managed Fund