Dimensional World Allocation 80/20 Fund GBP Accumulation
Fund
ISIN IE00BYTYV184 / Valor null
NAV (2025-01-17)
GBP 22.58+0.71%
Dimensional World Allocation 80/20 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, actively managed without reference to a benchmark, mainly investing in other funds but also directly in shares and debt.
Fund Exposure
The fund invests approximately 80% of its net assets in shares, with a core strategy focusing on developed and emerging markets, overweighted in smaller sized and value companies. It may also invest up to 20% in emerging markets countries and approximately 20% in debt, including high-quality debt instruments.
Risks
Risks associated with the fund include market risk, currency risk, liquidity risk, and the potential impact of derivatives used for risk management, cost reduction, or return improvement. Additionally, the fund's performance may be affected by factors such as size, value, profitability, and investment characteristics of the underlying investments.