Dimensional World Allocation 80/20 Fund AUD Accumulation
ISIN IE000VIO8BL4 / Valor null
Dimensional World Allocation 80/20 Fund AUD Accumulation
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The Dimensional World Allocation 80/20 Fund is an actively managed investment vehicle aimed at long-term growth and income by allocating roughly 80% of its assets to global stocks and 20% to other investments. It primarily invests in a diverse range of developed and emerging market equities, focusing on smaller-sized and value companies—those trading below their accounting value. To enhance diversification, the fund also invests in various other investment funds, ensuring no single fund exceeds 20% of its total assets. The portfolio is regularly adjusted based on factors like company size, profitability, liquidity, and market trends to optimize performance.
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