Dimensional World Allocation 80/20 Fund SGD Accumulation header image

Dimensional World Allocation 80/20 Fund SGD Accumulation

Fund

ISIN IE00BKPRGG35 / Valor null

NAV (2025-11-28)
SGD 33.00+0.33%

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

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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
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Annual Return

-50%0%+50%

Risk level

110
0.39%EUR 20.35
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
0.37%GBP 24.19
Dimensional World Allocation 80/20 Fund GBP Distributing
Dimensional World Allocation 80/20 Fund GBP Distributing Dimensional World Allocation 80/20 Fund GBP Distributing
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Annual Return

-50%0%+50%

Risk level

110
-0.78%GBP 20.39
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
0.24%JPY 1,557.13
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
-1.39%EUR 15.64
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
0.40%USD 17.36
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
0.00%AUD 11.11