Dimensional World Allocation 80/20 Fund GBP Accumulation header image

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
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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.

Content summarized by AI chatbot
Source

https://www.dimensional.com/de-de/funds/ie00bytytz87/world-allocation-20-80-fund-usd-acc

Tags:
developed markets fund of funds

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Dimensional World Allocation 80/20 Fund EUR Accumulation
Dimensional World Allocation 80/20 Fund EUR Accumulation Dimensional World Allocation 80/20 Fund EUR Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.46%EUR 19.61
Dimensional World Allocation 80/20 Fund EUR Distributing
Dimensional World Allocation 80/20 Fund EUR Distributing Dimensional World Allocation 80/20 Fund EUR Distributing
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.46%EUR 15.34
Dimensional World Allocation 80/20 Fund USD Accumulation
Dimensional World Allocation 80/20 Fund USD Accumulation Dimensional World Allocation 80/20 Fund USD Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.33%USD 15.14
Dimensional World Allocation 80/20 Fund GBP Distributing
Dimensional World Allocation 80/20 Fund GBP Distributing Dimensional World Allocation 80/20 Fund GBP Distributing
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.73%GBP 19.39
Dimensional World Allocation 80/20 Fund SGD Accumulation
Dimensional World Allocation 80/20 Fund SGD Accumulation Dimensional World Allocation 80/20 Fund SGD Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.37%SGD 30.18
Dimensional World Allocation 80/20 JPY Accumulation
Dimensional World Allocation 80/20 JPY Accumulation Dimensional World Allocation 80/20 JPY Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.78%JPY 1,365.87
Dimensional World Allocation 80/20 Fund AUD Accumulation
Dimensional World Allocation 80/20 Fund AUD Accumulation Dimensional World Allocation 80/20 Fund AUD Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.50%AUD 10.14