Dimensional UK Smlr Coms Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.40%
  • 3 Year sharpe0.50
  • 3 Year alpha-2.94
  • Distribution Typeincome
  • BenchmarkMSCI UK Small Cap NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.51%
  • IA SectorUK Smaller Companies
  • Manager GroupDimensional
  • DomicileUnited Kingdom
  • ISINGB0033772061

Investment Strategy

The investment objective of the United Kingdom Small Companies Fund is to maximise longterm total return. The investment policy of this Fund is to purchase transferable securities of United Kingdom companies which the ACD deems eligible small companies. Generally the Fund intends to purchase a broad and diverse group of readily marketable stocks of United Kingdom small companies which are traded principally on the London Stock Exchange or on an over-thecounter market (primarily the United Kingdom over-the-counter market).

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