Dimensional UK Core Equity Fund GBP IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.9 | 19.1 | -0.7 | 8.8 | 8.5 |
![]() | +/-Cat | 0.2 | 1.1 | 1.4 | 0.6 | 1.5 |
![]() | +/-B’mrk | - | - | - | 1.2 | 1.2 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 15/07/2024 | GBP 17.10 | |
Day Change | -0.06% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B15JMG87 | |
Fund Size (Mil) 28/06/2024 | GBP 403.53 | |
Share Class Size (Mil) 15/07/2024 | GBP 206.39 | |
Max Initial Charge | - | |
Ongoing Charge 12/04/2024 | 0.20% |
Morningstar Research |
Analyst Report | 28/05/2024 Monika Calay, Director Morningstar, Inc |
Dimensional UK Core Equity offers comprehensive exposure to UK stocks, covering more than 99% of the respective equity market. The breadth of coverage and the solid research behind the investment strategy makes it a compelling proposition. The... | |
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 UK Core Equity Fund GBP Income |
The investment objective of the 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). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Nathan Lacaze 17/08/2009 | ||
Inception Date 12/06/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI UK IMI NR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Dimensional UK Core Equity Fund GBP Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.41 |
![]() | ![]() | 4.04 |
![]() | ![]() | 3.68 |
![]() | ![]() | 3.27 |
![]() | ![]() | 2.78 |
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Dimensional UK Core Equity Fund GBP Income |