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

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25.860 +0.120    +0.47%
23/12 - 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 25.860 +0.120 +0.47%

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 Change10.33%
Prev. Close25.74
Risk Rating
TTM Yield0%
ROE21.70%
IssuerDimensional Fund Advisors Ltd
TurnoverN/A
ROA8.92%
Inception DateSep 09, 2011
Total Assets3.51B
ExpensesN/A
Min. Investment100,000
Market Cap26.52B
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 1120 1048 1159 1175 1373 1909
Fund Return 12.02% 4.76% 15.88% 5.52% 6.55% 6.68%
Place in category 57 47 81 19 27 16
% in Category 6 3 8 2 4 2

Top Equity Funds by Dimensional Ireland Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity FuGA 7.44B 19.64 9.75 11.48
  Dimensional Global Core Equity FuGD 7.44B 19.63 9.75 11.48
  Global Sustainability Core EquityGA 4.76B 13.54 7.42 11.71
  Global Sustainability Core EquityGD 4.76B 13.54 7.42 11.71
  Dimensional World Allocation 60 40D 3.51B 12.01 5.53 6.67

Top Funds for GBP Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 15.94B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 15.94B 1.72 3.51 6.54
  Balanced Portfolio C Accumulation 5.2B 12.07 4.17 6.23
  - Balanced Portfolio C Income 5.2B 10.99 3.83 6.11
  HS Portfolio Retail Accumulation 5.2B 11.45 3.56 5.64

Top Holdings

Name ISIN Weight % Last Change %
Dimensional Global Sht Fxd Inc GBP Dist IE00B05PYX08 18.04 - -
Dimensional Global ShtTerInvGrFI GBPDist IE00BFG1R668 12.01 - -
Dimensional Global Core Fx Inc GBP Dist IE00BG85LM75 4.98 - -
Dimensional Global Short Dated Bd Gr Inc GB00B732BR50 4.98 - -
  NVIDIA US67066G1040 1.44 140.25 +0.39%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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