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    Fund

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

    1,402.00 Up 15.00(1.08%) Jan 23
    Prev Close:1,387.00
    YTD Return*:7.38%
    Net Assets*:184.08M
    Yield*:N/A

    * As of 31-Dec-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 £ Infl Lnkd IntermDurF/I£Inc18.12N/A
    Dimensional Global Short Dated Bd Gr Inc18.06N/A
    Dimensional International Core Eq Inc10.68N/A
    Dimensional Global Core Equity C10.67N/A
    DFA US Core Equity 2 I8.72N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:184.08M
    Category:GBP Aggressive Allocation
    Annual Report Expense Ratio (net):0.55%

    Performance & Risk

    YTD Return:7.38%
    5y Avg Return:N/A
    Rank in Category (ytd):17
    % Rank in Category (ytd):1.61%
    Beta (3y):0.90
    Morningstar Risk Rating:2

    Fund Summary

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