Dimensional World Allocation 20/80 Fund GBP Accumulation header image

Dimensional World Allocation 20/80 Fund GBP Accumulation

Fund

ISIN IE00BYTYTV40 / Valor null

NAV (2025-12-05)
GBP 13.81%

Dimensional World Allocation 20/80 Fund GBP Accumulation
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Dimensional World Allc 20/80 is an actively managed fund aimed at growing investments over the long term and generating income by allocating about 80% of its assets to high-quality bonds and other debt instruments from governments and established companies. The remaining 20% is invested in stocks, with a focus on smaller and undervalued companies across both developed and emerging markets. The fund achieves diversification by investing in a variety of other investment funds as well as directly in these securities, ensuring no single fund holds more than 20% of its total assets.

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Tags:
fund of funds high quality debt

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OTHER SHARE CLASSES OF THIS FUND

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

-50%0%+50%

Risk level

110
0.00%GBP 11.81
Dimensional World Allocation 20/80 Fund SGD Accumulation
Dimensional World Allocation 20/80 Fund SGD Accumulation Dimensional World Allocation 20/80 Fund SGD Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.04%SGD 24.92
Dimensional World Allocation 20/80 Fund USD Accumulation
Dimensional World Allocation 20/80 Fund USD Accumulation Dimensional World Allocation 20/80 Fund USD Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.08%USD 13.01
Dimensional World Allocation 20/80 Fund EUR Accumulation
Dimensional World Allocation 20/80 Fund EUR Accumulation Dimensional World Allocation 20/80 Fund EUR Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 12.15
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 10.39
Dimensional World Allocation 20/80 Fund JPY Accumulation
Dimensional World Allocation 20/80 Fund JPY Accumulation Dimensional World Allocation 20/80 Fund JPY Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.01%JPY 1,115.57
Dimensional World Allocation 20/80 Fund AUD Accumulation
Dimensional World Allocation 20/80 Fund AUD Accumulation Dimensional World Allocation 20/80 Fund AUD Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.19%AUD 10.50