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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 992 | 1038 | 1130 | 1367 | 1525 |
Fund Return | -0.84% | -0.84% | 3.83% | 4.15% | 6.45% | 4.31% |
Place in category | 668 | 668 | 280 | 16 | 20 | 8 |
% in Category | 90 | 90 | 40 | 3 | 4 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 40 60D | 1.11B | -0.83 | 4.15 | 4.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 5.45B | 2.28 | 2.06 | 4.45 | ||
LifeStrategy 40 Equity Fund A Inc | 5.45B | 2.28 | 2.06 | 4.45 | ||
& General Multi-Index 4 Fund C Acc | 243.97M | 2.35 | 2.20 | 4.33 | ||
General Multi-Index 4 Fund C Dist | 6.03M | 2.35 | 2.20 | 4.33 | ||
General Multi-Index 4 Fund F Dist | 1.24K | 1.95 | 2.51 | 3.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.98 | - | - | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 17.97 | - | - | |
Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 17.79 | 29.850 | +0.24% | |
Dimensional Global Core Equity Fund GBP Distributi | IE00B2PC0377 | 16.88 | 34.820 | +0.14% | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.99 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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