Dimensional UK Core Equity GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.31%
  • 3 Year sharpe0.22
  • 3 Year alpha0.31
  • Distribution Typeincome
  • BenchmarkMSCI UK IMI NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.21%
  • IA SectorUK All Companies
  • Manager GroupDimensional
  • DomicileUnited Kingdom
  • ISINGB00B15JMG87

Investment Strategy

The investment objective of the United Kingdom Core Equity Fund is to maximise long-term total return. The investment policy of this Fund is to purchase transferable securities of United Kingdom companies. Generally the fund intends to purchase a broad and diverse group of readily marketable stocks of United Kingdom companies traded principally on the London Stock Exchange or on an over-the-counter market (primarily the United Kingdom over-the-counter market).

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