Anlageschwerpunkt Dimensional Global Core Equity Lower Carbon ESG Screened Fund - GBP DIS
- WKN
- A2AF3L
- ISIN
- IE00B8CJRF41
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Top Holdings zu Dimensional Global Core Equity Lower Carbon ESG Screened Fund - GBP DIS
Wertpapiername | Anteil |
---|---|
Apple Aktie · WKN 865985 · ISIN US0378331005 | 5,34 % |
Nvidia Aktie · WKN 918422 · ISIN US67066G1040 | 3,65 % |
Meta Platforms (ehem. Facebook) Aktie · WKN A1JWVX · ISIN US30303M1027 | 2,47 % |
Amazon Aktie · WKN 906866 · ISIN US0231351067 | 1,78 % |
Microsoft Aktie · WKN 870747 · ISIN US5949181045 | 1,60 % |
Alphabet A (Google) Aktie · WKN A14Y6F · ISIN US02079K3059 | 0,96 % |
Alphabet C (Google) Aktie · WKN A14Y6H · ISIN US02079K1079 | 0,88 % |
Visa Aktie · WKN A0NC7B · ISIN US92826C8394 | 0,80 % |
JP Morgan Chase Aktie · WKN 850628 · ISIN US46625H1005 | 0,75 % |
Eli Lilly and Company Aktie · WKN 858560 · ISIN US5324571083 | 0,75 % |
Summe: | 18,98 % |
Fondsstrategie zu Dimensional Global Core Equity Lower Carbon ESG Screened Fund - GBP DIS
The aim is to increase the value of your investment over the long term and to earn income within the Fund. The Fund is actively managed which means that the Investment Manager is actively making investment decisions for the Fund. The Fund is not managed in reference to a benchmark. The Fund invests in shares of companies listed on the principal stock exchanges in developed countries around the world. The Fund's portfolio is generally overweighted in shares of smaller sized companies and value companies. Value companies are companies where, at the time of purchase, the Investment Manager believes that the share price is low compared to the accounting value of the company. The composition of the Fund may be adjusted based on considerations such as the number of outstanding shares of public companies that are freely available to the investing public, the tendency of the price of a security/share to continue movement in a single direction, how readily available the shares are to buy and sell, liquidity management, size, value, profitability and investment characteristics. The composition of the Fund may also be adjusted based on environmental and sustainability impact considerations. The environmental and sustainability impact considerations seek to identify factors that the Investment Manager believes indicate whether or not a company, as compared to other companies with similar business lines, promotes environmental and sustainability interests by pursuing economic growth and development that meets the needs of the present without compromising the needs of future generations.