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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1028 | 1088 | 1080 | 1213 | 1578 |
Fund Return | 2.96% | 2.83% | 8.79% | 2.59% | 3.94% | 4.67% |
Place in category | 37 | 40 | 11 | 30 | 19 | 13 |
% in Category | 5 | 5 | 3 | 4 | 3 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 40 60A | 986.73M | 2.96 | 2.58 | 4.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 6.14B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6.14B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund F Acc | 198.01K | 1.67 | 1.02 | 4.52 | ||
General Multi-Index 4 Fund F Dist | 1.27K | 1.70 | 1.13 | 4.73 | ||
& General Multi-Index 4 Fund I Acc | 980.55M | 1.72 | 1.17 | 4.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 18.27 | 31.920 | -0.16% | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 17.79 | - | - | |
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.78 | - | - | |
Dimensional Global Core Equity Fund GBP Distributi | IE00B2PC0377 | 17.02 | 36.650 | -0.30% | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.83 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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