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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1028 | 1088 | 1080 | 1212 | 1577 |
Fund Return | 2.96% | 2.79% | 8.82% | 2.58% | 3.93% | 4.66% |
Place in category | 36 | 41 | 10 | 31 | 20 | 14 |
% in Category | 5 | 5 | 3 | 4 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 40 60D | 1.01B | 2.96 | 2.59 | 4.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Inc | 6.12B | 0.46 | 0.60 | 4.78 | ||
LifeStrategy 40 Equity Fund A Acc | 6.12B | 0.46 | 0.60 | 4.77 | ||
& General Multi-Index 4 Fund F Acc | 197.6K | 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 | 978.3M | 1.72 | 1.17 | 4.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 18.27 | 31.910 | -0.03% | |
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 | 36.620 | -0.08% | |
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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