Global Small Companies (Dimensional)
TBVA
The Global Small Companies Fund (Dimensional) aims to achieve long-term total return. The fund is actively managed and invests in shares of companies listed on the principal stock exchanges in developed countries around the world. The fund invests in a broad and diverse group of smaller sized companies. No more than 20% of the fund’s net assets will be invested in countries that are considered to be emerging markets. The fund may use financial contracts or instruments (derivatives) to manage risk, reduce costs or improve returns.
Current Fund Price* (as at 09/02/2024)
Price
0.969
1.019
Asset Split**
| 95% Bonds | |
| 5% Cash |
Annualised Performance (%)*
*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.
Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.
The fund price/performance shown is for the Pension / Gross of Tax Funds category.
*Source: Zurich Life
**Note: Asset Splits are updated quarterly.