Dimensional World Allc 60/40 GBP Dist
This fund can be held in a Dealing accountISALifetime ISAJISASIPP
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 367 GBP (15/05/2024) |
| Fund size (mil) | 3,017 GBP (15/05/2024) |
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit
Top 10 holdings
| Assets in top 10 holdings % | 44.17 |
| Total number of equity holdings | 11189 |
| Total number of bond holdings | 0 |
| Holdings 31/03/2024 | % of assets |
|---|---|
| Dimensional Global Sht Fxd Inc GBP Dist | 17.68 |
| Dimensional Global ShtTerInvGrFI GBPDist | 11.74 |
| Dimensional Global Core Fx Inc GBP Dist | 4.83 |
| Dimensional Global Short Dated Bd Gr Inc | 4.82 |
| Microsoft Corp | 1.35 |
| Apple Inc | 0.98 |
| NVIDIA Corp | 0.82 |
| Meta Platforms Inc Class A | 0.81 |
| Amazon.com Inc | 0.73 |
| Exxon Mobil Corp | 0.42 |