Irish GBp

Dimensional World Allocation 60/40 Fund GBP Distributing (IE00B44MYD08.IR)

1,715.00 -1.00 (-0.06%)
As of July 25 at 9:00 PM GMT+1. Market Open.

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
  • Skandia
  • Transact(UK)
  • Nucleus Financial Group PLC
  • Skandia Investment Solutions
  • AXA Elevate (Explicit)
  • Ascentric
  • Amber
  • Sippcentre

Fund Summary

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

Fund Overview

Category GBP Moderate Allocation
Fund Family Dimensional Fund Advisors Ltd
Net Assets --
YTD Return 5.77%
Yield 1.46%
Morningstar Rating
Inception Date Sep 09, 2011

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

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