Dimensional Sterling Short Duration Real Return Fund GBP Accumulation header image

Dimensional Sterling Short Duration Real Return Fund GBP Accumulation

Fund

ISIN GB00BQHNCH49 / Valor null

NAV (2025-11-19)
GBP 10.65+0.09%

Dimensional Sterling Short Duration Real Return Fund GBP Accumulation
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Dimensional Sterling Shrt Dur Real Rt Fd is an actively managed fund focused on protecting against UK inflation by investing in a diverse range of fixed income securities with maturities of five years or less. The fund's portfolio includes government and corporate bonds from the UK and other developed countries, corporate debt from banks and various companies, as well as short-term instruments like commercial paper and money market securities. By selecting primarily investment-grade debt, the fund aims to achieve returns that match or exceed UK inflation over a three-year rolling period.

Content summarized by AI chatbot
Tags:
fixed income inflation protection

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Dimensional Sterling Short Duration Real Return Fund GBP Income
Dimensional Sterling Short Duration Real Return Fund GBP Income Dimensional Sterling Short Duration Real Return Fund GBP Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%GBP 10.41