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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Dimensional Funds plc - World Equity Fund (JPY, Acc.): holdings, performance and fees
1Y return+22.7%
OCF (ongoing charge)0.35%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 2.6% |
| MICROSOFT CORPORATION | 2.6% |
| APPLE INC. | 2.3% |
| AMAZON.COM, INC. | 1.7% |
| MICRON TECHNOLOGY, INC. | 1.4% |
| META PLATFORMS, INC. | 1.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | 0.9% |
| BROADCOM INC. | 0.8% |
| SAMSUNG ELECTRONICS CO., LTD | 0.7% |
| JPMORGAN CHASE & CO. | 0.7% |
Top sectors
- Information Technology24.4%
- Financials16.2%
- Industrials14.2%
- Consumer Discretionary9.6%
- Health Care8.3%
Top countries
- USA59.9%
- Japan5.9%
- Taiwan3.5%
- Canada3.3%
- UK3.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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