Portfolio solution for FAIRHORIZON Purple. Global ultra short maturity (<2y) diversified bonds to deliver money market-like returns. Active quantitative concentrated portfolio.
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Dimensional Fund Advisors is a systematic/quantitative focused firm founded in 1981, and is reputable for translating interesting academic research into practical and profitable investment solutions.
The Dimensional Global Ultra Short Fixed Income Fund is an actively managed bond fund seeking to maximise total returns. It invests in investment grade government and corporate bonds from global developed countries of <2 years maturity, as well as high quality commercial paper and other money market instruments. The fund runs a relatively concentrated portfolio of >300 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Dimensional Funds PLC - Global Ultra Short Fixed Income Fund
This is our reference benchmark solution for the FAIRHORIZON Purple category. This fund represents mainly high quality corporate bonds of very short maturities (average 0.5 year) to minimise interest rate risks and volatility while expecting lower money market-like returns.
This is our reference benchmark solution for the FAIRHORIZON Purple category. This fund represents mainly high quality corporate bonds of very short maturities (average 0.5 year) to minimise interest rate risks and volatility while expecting lower money market-like returns.
Dimensional’s reputable team of Nobel winners and other financial academic experts is responsible for the quantitative models that serve as the basis of all Dimensional funds.
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