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Dimensional Sterling Short Duration Real Return Fund GBP Income

Fund

ISIN GB00BQHNCJ62 / Valor null

NAV (2025-02-11)
GBP 10.27-0.10%

Dimensional Sterling Short Duration Real Return Fund GBP Income
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General Objective

The fund aims to seek inflation protection by achieving returns that are consistent with or higher than UK inflation measured using the UK RPI over a rolling three-year period. The Fund is actively managed and not managed in reference to a benchmark.

Fund Exposure

The Fund invests in a combination of fixed income securities, including inflation-protected securities, with a maturity of five years or less. It may invest in obligations issued or guaranteed by the United Kingdom and foreign governments, corporate debt obligations, commercial paper, money market instruments, and obligations of supranational organizations. The Fund may invest in debt considered investment grade by major credit rating agencies and may purchase debt in various currencies.

Risks

The Fund's capital and amounts invested are at risk, and there is no guarantee the investment objective will be achieved. The Fund may use financial contracts or instruments (derivatives) to manage risk, reduce costs, or improve returns, but such transactions should not materially increase the overall risk profile of the Fund.

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Source

https://www.dimensional.com/gb-en/funds/

Tags:
fixed income inflation protection

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OTHER SHARE CLASSES OF THIS FUND

Dimensional Sterling Short Duration Real Return Fund GBP Accumulation
Dimensional Sterling Short Duration Real Return Fund GBP Accumulation Dimensional Sterling Short Duration Real Return Fund GBP Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.10%GBP 10.42