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Dimensional World Allocation 60/40 Fund Gbp Accumulation (0P0000UUVK)

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26.260 +0.180    +0.69%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 3.51B
Type:  Fund
Market:  United Kingdom
Issuer:  Dimensional Fund Advisors Ltd
ISIN:  IE00B416SD35 
Asset Class:  Equity
Dimensional World Allocation 60/40 Fund GBP Accumu 26.260 +0.180 +0.69%

0P0000UUVK Overview

 
Find basic information about the Dimensional World Allocation 60/40 Fund Gbp Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000UUVK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.35%
Prev. Close26.08
Risk Rating
TTM Yield0%
ROE21.96%
IssuerDimensional Fund Advisors Ltd
TurnoverN/A
ROA9.03%
Inception DateSep 09, 2011
Total Assets3.51B
ExpensesN/A
Min. Investment100,000
Market Cap26.84B
CategoryGBP Moderate Allocation
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Dimensional World Allocation 60/40 Fund Gbp Accumulation Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1073 1015 1121 1136 1316 1896
Fund Return 7.31% 1.54% 12.11% 4.35% 5.65% 6.61%
Place in category 408 1158 811 36 65 18
% in Category 33 80 61 3 7 3

Top Equity Funds by Dimensional Ireland Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity FuGA 7.55B 12.57 7.59 11.17
  Dimensional Global Core Equity FuGD 7.55B 12.56 7.58 11.17
  Global Sustainability Core EquityGA 4.81B 12.05 8.14 11.85
  Global Sustainability Core EquityGD 4.81B 12.05 8.14 11.84
  Dimensional World Allocation 60 40D 3.51B 7.30 4.35 6.61

Top Funds for GBP Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 15.97B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 15.97B 1.72 3.51 6.54
  HS Portfolio Retail Accumulation 5.25B 8.40 2.95 5.59
  Balanced Portfolio Retail Income 5.25B 8.37 2.95 5.59
  Balanced Portfolio C Accumulation 5.25B 8.51 3.67 6.30

Top Holdings

Name ISIN Weight % Last Change %
Dimensional Global Sht Fxd Inc GBP Dist IE00B05PYX08 17.85 - -
Dimensional Global ShtTerInvGrFI GBPDist IE00BFG1R668 11.87 - -
Dimensional Global Short Dated Bd Gr Inc GB00B732BR50 4.92 - -
Dimensional Global Core Fx Inc GBP Dist IE00BG85LM75 4.90 - -
  NVIDIA US67066G1040 1.33 141.95 -3.22%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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