An investment strategy that reflects your desire to see lower, more stable returns while avoiding high risk. It may also mean that you’re planning to invest over a short period of time.
Number of Holding |
14,508 |
Annualised Standard Deviation |
2.68 |
Ongoing Charges Figure |
0.25 |
Last 1 Year |
-0.40 |
Last 3 Years |
-0.82 |
Last 5 Years |
-0.50 |
Last 10 Years |
1.44 |
Highest 1 Year Return |
10.26 |
Lowest 1 Year Return |
-8.57 |
Highest 3 Year Return |
6.45 |
Lowest 3 Year Return |
-1.61 |
Last Updated: September 2023
Number of Holding |
22,398 |
Annualised Standard Deviation |
3.63 |
Ongoing Charges Figure |
0.26 |
Last 1 Year |
1.52 |
Last 3 Years |
-1.03 |
Last 5 Years |
- |
Highest 1 Year Return |
6.71 |
Lowest 1 Year Return |
-9.74 |
Highest 3 Year Return |
3.03 |
Lowest 3 Year Return |
-1.95 |
Last Updated: September 2023
Number of Holding |
10494 |
Annualised Standard Deviation |
5.64 |
Ongoing Charges Figure |
0.27 |
Last 1 Year |
-0.70 |
Last 3 Years |
|
Last 5 Years |
Lowest 1 Year Return |
-8.11 |
Highest 1 Year Return |
-0.34 |
Lowest 3 Year Return |
|
Highest 3 Year Return |
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Dimensional UK Core Equity Fund
Dimensional International ex UK Core Equity Fund
Dimensional Emerging Markets Core Equity Fund
Dimensional Global Core Fixed Income Fund
Dimensional Global Short-Dated Bond Fund
Dimensional Global Short-Term Investment
Dimensional Global Ultra-Short Fixed Income Fund
Last Updated May 2023
Dimensional UK Core Equity Fund
Dimensional Global Targeted Value Fund
Dimensional International ex UK Core Equity Fund
Dimensional Emerging Markets Core Equity Fund
Dimensional Emerging Markets Targeted Value Fund
Dimensional Global Core Fixed Income Fund
Dimensional Global Short-Dated Bond Fund
Dimensional Global Short-Term Investment Grade Fixed Income Fund
Dimensional Global Ultra-Short Fixed Income Fund
Last Updated May 2023
Dimensional Global Sustainability Core Equity Fund
Dimensional Emerging Markets Sustainability Core Equity Fund
Dimensional Global Sustainability Fixed Income Fund
Dimensional Global Sustainability Short Fixed Income Fund
Last Updated May 2023
Please note: The above allocations will drift over time meaning the portfolio is a live portfolio and when you invest you will invest in the live allocation at that time which may be slightly different from the above allocation.