Dimensional Global Core Equity Fund JPY AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.2 | 23.3 | -4.9 | 13.0 | 9.2 | |
+/-Cat | -1.4 | 5.3 | 4.5 | 0.2 | 1.1 | |
+/-B’mrk | -3.1 | 3.7 | 2.8 | -2.3 | 0.0 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 17/04/2024 | JPY 3092.84 | |
Day Change | -0.77% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | IE00BMBN2T40 | |
Fund Size (Mil) 17/04/2024 | USD 6440.44 | |
Share Class Size (Mil) 17/04/2024 | JPY 11380.01 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 0.30% |
Morningstar Research |
Analyst Report | 08/06/2023 Dimitar Boyadzhiev, Senior Analyst Morningstar, Inc |
Dimensional Global Core Equity offers broad exposure to stocks from 23 developed countries. Resting on the research of renowned academics such as Eugene Fama and Kenneth French, the strategy gives overweightings to stocks with lower valuations... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Dimensional Global Core Equity Fund JPY Accumulation |
The investment objective of the Fund is to maximise long-term total return. The investment policy of this Fund is to purchase securities, including depositary receipts, of certain companies traded in global developed countries which the Investment Manager deems eligible. Under normal circumstances, the Fund will invest most of its net assets in securities of companies located in global developed countries. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Nathan Lacaze 03/09/2008 | ||
Inception Date 21/09/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Dimensional Global Core Equity Fund JPY Accumulation | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 3.00 |
Microsoft Corp | Technology | 2.98 |
NVIDIA Corp | Technology | 1.88 |
Meta Platforms Inc Class A | Communication Services | 1.57 |
Amazon.com Inc | Consumer Cyclical | 1.49 |
Increase Decrease New since last portfolio | ||
Dimensional Global Core Equity Fund JPY Accumulation |