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.