Dimensional Australian Sustainability Trust
About this Fund
|FUND MANAGER||DFA Australia|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund is a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities, and adjusted to take into account certain environmental and sustainability impact and social considerations.|
|INVESTMENT PROFILE||The Fund seeks to provide long-term capital growth.|
|NO. OF HOLDINGS||Around 300|
|FEES||0.280% p.a. of the net asset value of the Trust|
Benefits of investing in the Dimensional Australian Sustainability Trust
An investment in the Trust offers investors a range of key benefits:
The Trust may suit those investors seeking exposure to a diversified portfolio of securities listed in Australia with the potential for long-term capital growth. Investors in this Trust will be exposed to sharemarket volatility. In particular, the Trust may suit those investors who seek to have certain environmental and sustainability impact and social considerations taken into account in the investment decision making process of the Trust.
About the Fund
The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities, and adjusted to take into account certain environmental and sustainability impact and social considerations.
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.
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981.
Guided by a strong belief in markets, Dimensional offers strategies that focus on the drivers of expected returns. The firm applies a dynamic implementation process that integrates advanced research, methodical portfolio design, and careful execution, while balancing risks, costs, and other tradeoffs that may impact performance. This approach is applied across a full suite of investment strategies to help meet the needs of investors worldwide.
How we invest your money
Dimensional's equity portfolios are based on dimensions of expected returns that have been identified by academic research:
Ordinarily, the Trust will invest in a diversified market-wide portfolio of Australian listed securities. Eligible securities for the strategy include securities of companies and Real Estate Investment Trusts (REITs) and REIT-like entities listed in Australia. The portfolio emphasizes investment in securities with a higher expected return considering the dimensions described above, and adjusted to take into account certain environmental and sustainability impact and social considerations.
In addition, Dimensional may also take into account other factors when determining a security's weight in the portfolio.
The Trust may lend securities for the purpose of generating additional income. The Trust may gain some or all of its market exposure by investing in other funds managed by Dimensional or its affiliates (including other Dimensional Wholesale Trusts).
Strategic asset allocation
Under normal circumstances, the Trust will invest in accordance with the following target allocation range: