Global Small Company Trust
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Inception Date 21 August 2000 |
The objective of the Global Small Company Trust is to provide long-term capital growth through access to the higher expected returns and diversification benefits of small companies in global developed markets. The Trust is designed to be a component of a global equity portfolio.
Investments in eligible companies will typically be in proportion to their market capitalisation within each country. However to manage turnover and taxation considerations the Trust may not exactly match specific company weights. A hold or buffer range for sales minimises transaction costs and keeps portfolio turnover low. Issues that migrate above the hold range are sold and proceeds reinvested in the buy range.
Eligible countries currently include Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the UK and the US. Countries will generally be market capitalisation weighted based on the total market capitalisation of small companies in each country.
This is only a summary of the Trust. For a full description, please consult the Dimensional Australian Resident Trusts Product Disclosure Statement.
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Trust Net Asset Value Prices are cum-distribution. Performance data reported by DFA Australia Limited represents past performance and is not indicative of future performance. The investment return and principal value will fluctuate so that an investor's units, when redeemed, may be worth more or less than their original cost. Further, there can be no assurance that any of the Trusts will achieve its investment objective. |