Dimensional World Allocation 80/20 Fund GBP Distributing header image

Dimensional World Allocation 80/20 Fund GBP Distributing

Fund

ISIN IE00BYTYV291 / Valor null

NAV (2025-11-26)
GBP 20.55+0.44%

Dimensional World Allocation 80/20 Fund GBP Distributing
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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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Tags:
developed markets fund of funds

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OTHER SHARE CLASSES OF THIS FUND

Dimensional World Allocation 80/20 JPY Accumulation
Dimensional World Allocation 80/20 JPY Accumulation Dimensional World Allocation 80/20 JPY Accumulation
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Annual Return

-50%0%+50%

Risk level

110
1.06%JPY 1,553.35
Dimensional World Allocation 80/20 Fund GBP Accumulation
Dimensional World Allocation 80/20 Fund GBP Accumulation Dimensional World Allocation 80/20 Fund GBP Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.42%GBP 24.10
Dimensional World Allocation 80/20 Fund EUR Accumulation
Dimensional World Allocation 80/20 Fund EUR Accumulation Dimensional World Allocation 80/20 Fund EUR Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.65%EUR 20.27
Dimensional World Allocation 80/20 Fund EUR Distributing
Dimensional World Allocation 80/20 Fund EUR Distributing Dimensional World Allocation 80/20 Fund EUR Distributing
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Annual Return

-50%0%+50%

Risk level

110
0.70%EUR 15.86
Dimensional World Allocation 80/20 Fund USD Accumulation
Dimensional World Allocation 80/20 Fund USD Accumulation Dimensional World Allocation 80/20 Fund USD Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.88%USD 17.29
Dimensional World Allocation 80/20 Fund SGD Accumulation
Dimensional World Allocation 80/20 Fund SGD Accumulation Dimensional World Allocation 80/20 Fund SGD Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.58%SGD 32.89
Dimensional World Allocation 80/20 Fund AUD Accumulation
Dimensional World Allocation 80/20 Fund AUD Accumulation Dimensional World Allocation 80/20 Fund AUD Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.27%AUD 11.11