YHD - Delayed Quote GBp

Dimensional UK Smlr Coms Acc (GB0033771980.L)

3,838.00 -28.00 (-0.72%)
At close: June 28 at 6:07 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
10,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Raymond James Investment Services Ltd
  • Old Mutual Wealth
  • Transact(UK)
  • Nucleus Financial Group(UK)
  • Novia Financial PLC
  • AXA Elevate (Explicit)
  • Ascentric
  • Amber
  • Sippcentre

Fund Summary

The investment objective of the United Kingdom Small Companies Fund is to maximise long-term total return. The investment policy of this Fund is to purchase transferable securities of United Kingdom companies which the ACD deems eligible small companies. Generally the Fund intends to purchase a broad and diverse group of readily marketable stocks of United Kingdom small companies which are traded principally on the London Stock Exchange or on an over-the-counter market (primarily the United Kingdom over-the-counter market). Companies are considered small primarily based on a company's market capitalisation.

Fund Overview

Category UK Small-Cap Equity
Fund Family Dimensional Fund Advisors Ltd
Net Assets 396.29M
YTD Return -2.76%
Yield 2.68%
Morningstar Rating
Inception Date Jan 12, 2004

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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