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Dimensional Multi-Factor Balanced £ Acc (IE00B416SD35.IR)

1,343.00 Up 2.00(0.15%) Aug 27
Prev Close:1,341.00
YTD Return*:2.44%
Net Assets*:147.79M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in GBp.

Headlines

  • No Headlines available for IE00B416SD35.IR at this time.

Top Holdings

Symbol% AssetsYTD Return %
Dimensional Global Short Dated Bd Gr Inc17.65N/A
Dimensional £ Infl Lnkd IntermDurF/I£Inc17.63N/A
Dimensional International Core Eq Inc10.97N/A
Dimensional Global Core Equity C10.91N/A
Dimensional Global Targeted Value C £8.93N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:147.79M
Category:GBP Aggressive Allocation
Annual Report Expense Ratio (net):0.55%

Performance & Risk

YTD Return:2.44%
5y Avg Return:N/A
Rank in Category (ytd):38
% Rank in Category (ytd):3.47%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment objective of the Multi-Factor Balanced Fund is to achieve long-term total return. View More
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