Breaking News
Get 50% Off 0
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Close

Dimensional World Allocation 40/60 Fund Gbp Distributing (0P0000UUVN)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
16.440 -0.000    0.00%
25/06 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.01B
Type:  Fund
Market:  United Kingdom
Issuer:  Dimensional Fund Advisors Ltd
ISIN:  IE00B5KL2L23 
Asset Class:  Other
Dimensional World Allocation 40/60 Fund GBP Distri 16.440 -0.000 0.00%

0P0000UUVN Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Dimensional World Allocation 40/60 Fund GBP Distri (0P0000UUVN) fund. Our Dimensional World Allocation 40/60 Fund GBP Distri portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 32.970 35.800 2.830
Shares 39.680 39.680 0.000
Bonds 27.230 27.230 0.000
Convertible 0.080 0.080 0.000
Preferred 0.010 0.010 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.510 14.876
Price to Book 1.875 1.972
Price to Sales 1.168 1.482
Price to Cash Flow 8.353 8.902
Dividend Yield 2.553 3.138
5 Years Earnings Growth 10.854 10.439

Sector Allocation

Name  Net % Category Average
Technology 18.070 13.945
Financial Services 16.150 16.979
Industrials 14.190 12.680
Consumer Cyclical 12.000 9.799
Healthcare 8.830 9.980
Energy 7.010 6.148
Basic Materials 6.440 6.298
Consumer Defensive 6.160 8.623
Communication Services 6.160 5.786
Real Estate 2.850 6.362
Utilities 2.140 4.098

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 1

Name ISIN Weight % Last Change %
Dimensional Global Short Dated Bd Gr Inc GB00B732BR50 18.06 - -
Dimensional Global Sht Fxd Inc GBP Dist IE00B05PYX08 18.04 - -
  Dimensional World Equity Fund GBP Distributing IE00B5SRBK47 17.87 31.540 -0.10%
  Dimensional Global Core Equity Fund GBP Distributi IE00B2PC0377 16.65 36.470 +0.03%
Dimensional Global ShtTerInvGrFI GBPDist IE00BFG1R668 12.04 - -
Dimensional Global UltrShrt FI GBP Dist IE00B64G4818 10.04 - -
  Dimensional Emerging Markets Core Equity Fund GBP GB0033772517 2.81 42.79 +0.09%
Dimensional Global Trgtd Value GBP Dist IE00B2PC0823 2.43 - -
Dimensional Global Core Fx Inc GBP Dist IE00BG85LM75 1.99 - -
BlackRock ICS £ Gov Liq Core Acc T0 IE00B40G6S53 0.10 - -

Top Other Funds by Dimensional Ireland Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional World Allocation 40 60A 1.01B 4.20 3.03 4.65
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000UUVN Comments

Write your thoughts about Dimensional World Allocation 40/60 Fund Gbp Distributing
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email