Dimensional World Allocation 20/80 Fund GBP Accumulation header image

Dimensional World Allocation 20/80 Fund GBP Accumulation

Fund

ISIN IE00BYTYTV40 / Valor null

NAV (2025-02-14)
GBP 13.22%

Dimensional World Allocation 20/80 Fund GBP 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. It is known as a "Fund of Funds" and primarily invests in other investment funds, as well as directly in shares and debt.

Fund Exposure

Approximately 80% of the fund's net assets are invested in high-quality debt, including bonds, money market instruments, and commercial paper issued by governments, public bodies, and companies in developed countries. The remaining 20% is invested in shares, with a core strategy focusing on developed and emerging markets, overweighting shares of smaller-sized and value companies.

Risks

Risks associated with the fund include exposure to fluctuations in currency values, as derivatives may be used for currency hedging. Additionally, the fund may invest up to 10% of its net assets in emerging markets countries, which may introduce additional risks related to market volatility and political instability.

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Source

https://www.dimensional.com/gb-en/funds/ie00bytyv184/world-allocation-80-20-fund-gbp-acc

Tags:
fund of funds high quality debt

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OTHER SHARE CLASSES OF THIS FUND

Dimensional World Allocation 20/80 Fund EUR Distributing
Dimensional World Allocation 20/80 Fund EUR Distributing Dimensional World Allocation 20/80 Fund EUR Distributing
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 10.48
Dimensional World Allocation 20/80 Fund AUD Accumulation
Dimensional World Allocation 20/80 Fund AUD Accumulation Dimensional World Allocation 20/80 Fund AUD Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%AUD 10.07
Dimensional World Allocation 20/80 Fund USD Accumulation
Dimensional World Allocation 20/80 Fund USD Accumulation Dimensional World Allocation 20/80 Fund USD Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%USD 12.30
Dimensional World Allocation 20/80 Fund JPY Accumulation
Dimensional World Allocation 20/80 Fund JPY Accumulation Dimensional World Allocation 20/80 Fund JPY Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%JPY 1,077.05
Dimensional World Allocation 20/80 Fund GBP Distributing
Dimensional World Allocation 20/80 Fund GBP Distributing Dimensional World Allocation 20/80 Fund GBP Distributing
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 11.66
Dimensional World Allocation 20/80 Fund EUR Accumulation
Dimensional World Allocation 20/80 Fund EUR Accumulation Dimensional World Allocation 20/80 Fund EUR Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 11.89
Dimensional World Allocation 20/80 Fund SGD Accumulation
Dimensional World Allocation 20/80 Fund SGD Accumulation Dimensional World Allocation 20/80 Fund SGD Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%SGD 24.10