- What is the Dimensional Funds PLC - World Allocation 60/40 Fund?
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The Dimensional Funds PLC - World Allocation 60/40 Fund is a factor-based fund in the Global Multi-Asset Moderate Aggressive asset class, managed by Dimensional Fund Advisors. Portfolio solution for FAIRHORIZON Yellow. Global multi-asset moderate aggressive allocation (60/40). Active quantitative high diversified fund-of-Dimensional funds portfolio.
- What is the Dimensional Funds PLC - World Allocation 60/40 Fund's FairHorizon classification?
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Das Family Office classifies this fund as FairHorizon Yellow, meaning it is suitable for investors with a 7–10 years investment horizon. balanced 60/40 equities-bonds allocation
- What is the total expense ratio (TER) of the Dimensional Funds PLC - World Allocation 60/40 Fund?
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The Dimensional Funds PLC - World Allocation 60/40 Fund has a total expense ratio of 0.33% per annum. The maximum recommended portfolio share is 100%.
- What is the ISIN of the Dimensional Funds PLC - World Allocation 60/40 Fund?
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The ISIN of the Dimensional Funds PLC - World Allocation 60/40 Fund share class tracked by Das Family Office is IE00BFZ0X772.
- What are the historical returns of the Dimensional Funds PLC - World Allocation 60/40 Fund?
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As of the most recent month-end, the Dimensional Funds PLC - World Allocation 60/40 Fund has delivered 3-year annualised total return of 12.53%, 5-year annualised total return of 6.41%. Past performance is not indicative of future results.
- Is the Dimensional Funds PLC - World Allocation 60/40 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 60/40 Fund?
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The Dimensional Funds PLC - World Allocation 60/40 Fund is classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).
- When was the Dimensional Funds PLC - World Allocation 60/40 Fund launched?
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The Dimensional Funds PLC - World Allocation 60/40 Fund was incepted on 2018-07-17.
