- What is the Dimensional Funds PLC - World Allocation 40/60 Fund?
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The Dimensional Funds PLC - World Allocation 40/60 Fund is a factor-based fund in the Global Multi-Asset Moderate Defensive asset class, managed by Dimensional Fund Advisors. Portfolio solution for FAIRHORIZON Green. Global multi-asset moderate defensive allocation (40/60). Active quantitative high diversified fund-of-Dimensional funds portfolio.
- What is the Dimensional Funds PLC - World Allocation 40/60 Fund's FairHorizon classification?
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Das Family Office classifies this fund as FairHorizon Green, meaning it is suitable for investors with a 4–7 years investment horizon. balanced 40/60 bonds-equities allocation
- What is the total expense ratio (TER) of the Dimensional Funds PLC - World Allocation 40/60 Fund?
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The Dimensional Funds PLC - World Allocation 40/60 Fund has a total expense ratio of 0.30% per annum. The maximum recommended portfolio share is 100%.
- What is the ISIN of the Dimensional Funds PLC - World Allocation 40/60 Fund?
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The ISIN of the Dimensional Funds PLC - World Allocation 40/60 Fund share class tracked by Das Family Office is IE00BFZ0X665.
- What are the historical returns of the Dimensional Funds PLC - World Allocation 40/60 Fund?
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As of the most recent month-end, the Dimensional Funds PLC - World Allocation 40/60 Fund has delivered 3-year annualised total return of 9.82%, 5-year annualised total return of 4.98%. Past performance is not indicative of future results.
- Is the Dimensional Funds PLC - World Allocation 40/60 Fund accumulating or distributing?
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The tracked share class (USD ACC) is Accumulating — income is automatically reinvested into the fund.
- What is the SFDR sustainability classification of the Dimensional Funds PLC - World Allocation 40/60 Fund?
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The Dimensional Funds PLC - World Allocation 40/60 Fund is classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).
- When was the Dimensional Funds PLC - World Allocation 40/60 Fund launched?
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The Dimensional Funds PLC - World Allocation 40/60 Fund was incepted on 2018-07-17.
