DFGH ETF: A Guide to Dimensional Global Core Equity Trust Aud Hedged – Active ETF

Overview

Dimensional Global Core Equity Trust AUD Hedged – Active ETF (DFGH) gives Australian investors access to global shares through an actively managed, currency-hedged strategy. The supplied performance figures show a 15% year-to-date return and a 21.85% one-year return. These figures describe past performance and do not indicate future results.

Category

DFGH offers an actively managed global-equity approach with Australian-dollar currency hedging. The reported portfolio spans multiple regions and sectors, although North America and technology make up the largest portions of the disclosed allocation.

Global equity funds can provide access to companies across different regions and industries, while currency hedging is intended to reduce the effect of exchange-rate movements on returns. DFGH combines that hedged global-equity approach with active management.

Key facts

Ticker

DFGH

Exchange

AU

ISIN

AU60DFA00091

Provider

DFA Australia Limited

Domicile

Australia

Currency

AUD

Inception date

2008-12-09

UCITS

No

Holdings count

1

Costs

The available fund data does not include a fee figure, so the cost of holding DFGH cannot be assessed here.

Performance

YTD

14.0%

1 year

18.5%

Holdings

The reported regional allocation is led by North America at 75.919%, followed by developed Europe at 12.06% and Japan at 6.921%. Technology is the largest reported sector at 24.266%, with financial services at 16.283% and industrials at 13.331%.

Regions

• North America73.0%

• Europe Developed12.2%

• Japan6.7%

• United Kingdom3.5%

• Asia Developed0.8%

• Africa/Middle East0.4%

• Latin America0.2%

• Asia Emerging0.1%

• Australasia0.1%

• Europe Emerging0.0%

Weights are percentages of the fund; bars use a 0–100% scale. Displayed entries may not cover the whole portfolio.

Sectors

• Technology23.6%

• Financial Services15.8%

• Industrials13.8%

• Healthcare10.4%

• Consumer Cyclicals8.7%

• Communication Services5.9%

• Energy5.5%

• Consumer Defensive5.1%

• Basic Materials4.8%

• Utilities2.5%

Weights are percentages of the fund; bars use a 0–100% scale. Displayed entries may not cover the whole portfolio.

Related ETFs

A useful comparison point is how an active, currency-hedged global equity fund differs from broad global equity approaches in management style, currency exposure and regional and sector mix.

Risks

Who it may suit

DFGH may interest Australian investors researching actively managed global equities with currency hedging. Its reported exposure is weighted towards North America, so its geographic profile is not evenly spread across global markets.

Key risks

As an equity fund, DFGH is exposed to share-market falls and company-specific risks. Its reported allocation is concentrated in North America and technology, so its performance may be influenced by developments in those areas. Currency hedging may reduce some exchange-rate effects but does not remove investment risk. Active management may also lead to outcomes that differ from broad market exposures.

FAQ