Dimensional World Allocation 60/40 Fund GBP Accumulation

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Growth Of 1000 (GBP) 31/12/2021
Fund:  Dimensional World Allocation 60/40 Fund GBP Accumulation
Category:  GBP Allocation 40-60% Equity
Category Index:  Morningstar UK Mod Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/12/2021
 201420152016201720182019202031/12
Price Return7.381.7620.067.37-4.8012.485.6812.07
+/- Category1.790.199.48-0.080.690.061.594.01
+/- Category Index-0.07-0.345.590.09-2.05-0.390.394.08
% Rank in Category215815494147358
Trailing Returns (GBP)21/01/2022
   Total Returns   +/- Category   +/- Category Index
1 Day-0.59   -0.30-0.19
1 Week-2.23   -1.15-0.89
1 Month-2.87   -1.73-0.52
3 Months-1.26   -0.92-0.96
6 Months-0.36   -0.88-0.45
YTD-3.43   -1.24-0.86
1 Year5.73   1.371.78
3 Years Annualised7.55   1.290.66
5 Years Annualised5.42   0.930.06
10 Years Annualised7.45   1.710.76
 
Quarterly Returns (GBP)31/12/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20214.343.680.592.99
2020-14.1712.681.887.24
20195.743.711.820.73
2018-3.233.922.22-7.38
20172.870.121.342.87
20163.095.445.894.31
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1731 Dec 1831 Dec 1931 Dec 2031 Dec 21
7.37-4.8012.485.6812.07
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)