Dimensional Global Targeted Value Fund SEK Accumulation
Fund
ISIN IE00BN897Z31 / Valor null
NAV (2025-02-14)
SEK 28.74-0.17%
Dimensional Global Targeted Value Fund SEK Accumulation
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General Objective
The fund aims to increase the value of investments over the long term and earn income, with active management decisions made by the Investment Manager without reference to a benchmark.
Fund Exposure
The fund primarily invests in shares of smaller companies from developed countries worldwide, using a value strategy that focuses on companies with low share prices compared to their accounting value. The composition of the fund may be adjusted based on various factors such as liquidity, size, value, profitability, and investment characteristics.
Risks
Risks associated with the fund include exposure to smaller companies, potential volatility in emerging markets (limited to 20% of net assets), and the use of financial derivatives to manage risk, reduce costs, or improve returns.