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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1036 | 1108 | 1117 | 1311 | 1881 |
Fund Return | 3.5% | 3.6% | 10.8% | 3.76% | 5.57% | 6.52% |
Place in category | 121 | 112 | 81 | 46 | 49 | 18 |
% in Category | 9 | 8 | 7 | 4 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.32B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 6.32B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGA | 4.21B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.21B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 3B | 3.46 | 3.75 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.13B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.13B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio Retail Income | 4.83B | 3.38 | 2.64 | 5.61 | ||
Balanced Portfolio C Accumulation | 4.83B | 3.58 | 3.24 | 6.20 | ||
- Balanced Portfolio C Income | 4.83B | 3.59 | 3.24 | 6.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.68 | - | - | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.74 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 4.83 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 4.82 | - | - | |
Microsoft Corp | - | 1.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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