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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

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20.468 -0.040    -0.17%
01/11 - Delayed Data. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.55B
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00299 
Asset Class:  Equity
Dimensional World Allocation 70/30 Trust 20.468 -0.040 -0.17%

0P0000UAPB Overview

 
On this page you'll find an in-depth profile of Dimensional World Allocation 70/30 Trust. Learn about the key management, total assets, investment strategy and contact information of 0P0000UAPB among other information.
Category

Multisector Growth

Total Assets

1.55B

Expenses

Inception Date

Nov 10, 2011

Investment Strategy

To provide a total return, consisting of capital appreciation and income, by gaining exposure to a diversified portfolio of companies and real estate securities listed on approved developed and emerging markets, and domestic and global fixed interest securities. The Trust will seek to target approximately 70% exposure to equities and 30% exposure to fixed interest assets.

Contact Information

Address 1 Macquarie Place
Sydney,NSW 2000
Australia
Phone +61 02 8336 7100

Top Executives

Name Title Since Until
Slava Platkov - 2012 Now
Robert Ness - 2011 Now
Biography Rob Ness joined Dimensional in 2003 as a portfolio manager based in the Sydney office. Before joining Dimensional, Rob was an aerospace engineer for the Cooperative Research Centre for Advanced Composite Structures. Rob holds a master of commerce in actuarial studies from the University of New South Wales and a bachelor of engineering from Sydney University.
Bhanu P. Singh portfolio manager 2015 2024
Biography Bhanu P. Singh is Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Singh joined Dimensional originally in 2003 and has been a portfolio manager since 2012. Mr. Singh has an M.B.A. from the University of Chicago Booth School of Business and a B.A. from the University of California, Los Angeles.
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