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Dimensional World Allocation 40/60 Fund Gbp Distributing (0P0000UUVN)

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17.250 +0.080    +0.47%
22/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Dimensional Fund Advisors Ltd
ISIN:  IE00B5KL2L23 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.1B
Dimensional World Allocation 40/60 Fund GBP Distri 17.250 +0.080 +0.47%

0P0000UUVN Overview

 
Find basic information about the Dimensional World Allocation 40/60 Fund Gbp Distributing 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 0P0000UUVN MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.02%
Prev. Close17.17
Risk Rating
TTM Yield2.49%
ROE21.83%
IssuerDimensional Fund Advisors Ltd
TurnoverN/A
ROA8.91%
Inception DateSep 09, 2011
Total Assets1.1B
ExpensesN/A
Min. Investment100,000
Market Cap26.61B
CategoryGBP Moderately Cautious Allocation
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Dimensional World Allocation 40/60 Fund Gbp Distributing Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1063 1014 1098 1100 1220 1593
Fund Return 6.26% 1.4% 9.81% 3.22% 4.05% 4.77%
Place in category 106 676 499 35 23 14
% in Category 20 92 74 5 5 4

Top Other Funds by Dimensional Ireland Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional World Allocation 40 60A 1.1B 6.30 3.24 4.76

Top Funds for GBP Moderately Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 40 Equity Fund A Acc 5.93B 0.46 0.60 4.77
  LifeStrategy 40 Equity Fund A Inc 5.93B 0.46 0.60 4.78
  & General Multi-Index 4 Fund C Acc 250.67M 5.35 0.95 4.65
  General Multi-Index 4 Fund C Dist 6.66M 5.35 0.94 4.65
  & General Multi-Index 4 Fund F Acc 204.04K 5.18 0.73 4.40

Top Holdings

Name ISIN Weight % Last Change %
  Dimensional World Equity Fund GBP Distributing IE00B5SRBK47 18.16 34.410 +1.12%
Dimensional Global Short Dated Bd Gr Inc GB00B732BR50 17.89 - -
Dimensional Global Sht Fxd Inc GBP Dist IE00B05PYX08 17.89 - -
  Dimensional Global Core Equity Fund GBP Distributi IE00B2PC0377 17.07 40.100 +1.11%
Dimensional Global ShtTerInvGrFI GBPDist IE00BFG1R668 11.92 - -

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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