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

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25.910 -0.010    -0.04%
13/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 3.45B
Type:  Fund
Market:  United Kingdom
Issuer:  Dimensional Fund Advisors Ltd
ISIN:  IE00B416SD35 
Asset Class:  Equity
Dimensional World Allocation 60/40 Fund GBP Accumu 25.910 -0.010 -0.04%

0P0000UUVK Overview

 
On this page you'll find an in-depth profile of Dimensional World Allocation 60/40 Fund Gbp Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000UUVK among other information.
Category

GBP Moderate Allocation

Total Assets

3.45B

Expenses

Inception Date

Sep 09, 2011

Investment Strategy

The investment objective of the sub-fund is to achieve long-term total return. The investment policy of this Fund is to invest in equity securities of companies traded on Recognised Markets in global developed and emerging market countries and fixed income securities of issuers in global developed countries and/or in collective investment schemes which provide exposure to such equity and/or fixed income securities, which the Investment Manager deems eligible. Equity securities in which the Fund may invest include, without limitation, common stock, preferred stock and depositary receipts. The Investment Manager may invest up to 100% of the Fund's assets in such collective investment schemes.

Contact Information

Address Ireland
,
Ireland
Phone -

Top Executives

Name Title Since Until
Nathan Lacaze - 2011 Now
Biography Nathan Lacaze is Co-CEO of Dimensional Fund Advisors Ltd. (Dimensional UK). In addition to his Co-CEO responsibilities, he is Head of EMEA Portfolio Management, a Director of Dimensional UK, a member of Dimensional UK’s investment and management committees and on the Board of Directors of Dimensional Funds plc and Dimensional Funds II plc (Irish UCITS managed by Dimensional UK). He also chairs the Board of Directors of Dimensional Ireland Limited (Irish UCITS management company affiliated with Dimensional UK). In his role as Head of EMEA Portfolio Management, Nathan oversees the management of existing portfolios and helps design and implement new strategies. Nathan joined Dimensional as a trading assistant in 2004 and received a bachelor of chemical engineering and a bachelor of commerce, with majors in finance and economics, from the University of Sydney. He received an MBA from the University of Chicago Booth School of Business and is a CFA® charterholder.
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