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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1037 | 1107 | 1153 | 1278 | 1601 |
Fund Return | 1.93% | 3.67% | 10.69% | 4.87% | 5.03% | 4.82% |
Place in category | 312 | 35 | 25 | 13 | 14 | 7 |
% in Category | 39 | 6 | 4 | 2 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 40 60D | 1.12B | 1.91 | 4.86 | 4.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 5.65B | 7.82 | 0.31 | 4.65 | ||
LifeStrategy 40 Equity Fund A Inc | 5.65B | 7.82 | 0.31 | 4.65 | ||
& General Multi-Index 4 Fund I Acc | 907.82M | 2.34 | 2.15 | 4.26 | ||
General Multi-Index 4 Fund I Dist | 42.89M | 2.34 | 2.15 | 4.26 | ||
& General Multi-Index 4 Fund C Acc | 246.21M | 2.35 | 2.20 | 4.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 18.08 | - | - | |
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 18.07 | - | - | |
Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 17.55 | 31.510 | -1.04% | |
Dimensional Global Core Equity Fund GBP Distributi | IE00B2PC0377 | 17.09 | 36.700 | -1.24% | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 12.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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