- What is the Dimensional Funds PLC - World Equity Fund?
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The Dimensional Funds PLC - World Equity Fund is a factor-based fund in the Global Equities - Core asset class, managed by Dimensional Fund Advisors. Portfolio solution for FAIRHORIZON Red 100% return. Global developed market all caps equities. Active high diversified portfolio.
- What is the Dimensional Funds PLC - World Equity Fund's FairHorizon classification?
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Das Family Office classifies this fund as FairHorizon Red, meaning it is suitable for investors with a 15+ years investment horizon. long-horizon, high-conviction equity allocation
- What is the total expense ratio (TER) of the Dimensional Funds PLC - World Equity Fund?
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The Dimensional Funds PLC - World Equity Fund has a total expense ratio of 0.35% per annum. The maximum recommended portfolio share is 100%.
- What is the ISIN of the Dimensional Funds PLC - World Equity Fund?
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The ISIN of the Dimensional Funds PLC - World Equity Fund share class tracked by Das Family Office is IE00B3V7VL84.
- What are the historical returns of the Dimensional Funds PLC - World Equity Fund?
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As of the most recent month-end, the Dimensional Funds PLC - World Equity Fund has delivered 3-year annualised total return of 17.79%, 5-year annualised total return of 9.56%. Past performance is not indicative of future results.
- Is the Dimensional Funds PLC - World Equity 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 Equity Fund?
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The Dimensional Funds PLC - World Equity Fund is classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).
- When was the Dimensional Funds PLC - World Equity Fund launched?
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The Dimensional Funds PLC - World Equity Fund was incepted on 2018-08-03.
