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    Fund

    Dimensional Multi-Factor Balanced £ Inc (IE00B44MYD08.IR)

    1,273.00 Down 10.00(0.78%) Dec 16
    Prev Close:1,283.00
    YTD Return*:7.84%
    Net Assets*:179.01M
    Yield*:1.35%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for IE00B44MYD08.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:179.01M
    Category:GBP Aggressive Allocation
    Annual Report Expense Ratio (net):0.55%

    Performance & Risk

    YTD Return:7.84%
    5y Avg Return:N/A
    Rank in Category (ytd):17
    % Rank in Category (ytd):1.59%
    Beta (3y):0.89
    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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