Dimensional Funds plc Global Sustainability Core Equity Fund USD DistributingRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.1 | 23.1 | -8.2 | 14.9 | 5.5 | |
+/-Cat | 2.5 | 5.1 | 1.2 | 2.1 | 0.6 | |
+/-B’mrk | 0.9 | 3.4 | -0.4 | -0.3 | -0.2 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 27/03/2024 | USD 24.30 | |
Day Change | 0.99% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | IE00B60T4288 | |
Fund Size (Mil) 27/03/2024 | USD 4136.93 | |
Share Class Size (Mil) 27/03/2024 | USD 3.62 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 0.30% |
Investment Objective: Dimensional Funds plc Global Sustainability Core Equity Fund USD Distributing |
The investment objective of the sub-fund is to seek to maximise long-term total return. The investment policy of this Fund is to purchase securities of companies traded primarily in developed countries which the Investment Manager deems eligible. Securities that the Fund may purchase include, without limitation, equities such as common stock, preferred stock, depositary receipts and other equity-like securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Nathan Lacaze 26/06/2013 | ||
Inception Date 26/06/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Dimensional Funds plc Global Sustainability Core Equity Fund USD Distributing | 31/01/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 4.71 |
Meta Platforms Inc Class A | Communication Services | 2.34 |
Microsoft Corp | Technology | 2.03 |
NVIDIA Corp | Technology | 1.98 |
Amazon.com Inc | Consumer Cyclical | 1.19 |
Increase Decrease New since last portfolio | ||
Dimensional Funds plc Global Sustainability Core Equity Fund USD Distributing |