Dimensional World Allocation Funds

Diversified global solutions
Dimensional’s World Allocation Funds serve as single, globally diversified allocations of stocks and bonds, designed to target higher expected returns for a given level of risk.
Aligning With Your Goals
Our strategic approach to asset allocation allows us to systematically pursue higher expected returns at your chosen level of risk, while also managing costs efficiently.
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Building World Allocation Funds
Global Diversification
Broad diversification gives exposure to thousands of securities globally. Our World Allocation Funds cover a range of asset classes, reducing risk while giving exposure to equity and fixed-income premiums.
Learn More:
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Staying Focused on Premiums
We continually monitor each solution’s asset allocation and adjust weights as market characteristics shift. When possible, this rebalancing occurs with dividends or other cash flows to reduce transaction costs.
Learn More:
Dimensional Looks at Rebalancing Every Day. Indexers Can’t.
EXPLORE OUR WORLD ALLOCATION Funds
Dimensional offers a number of World Allocation solutions to suit investor needs. Browse our funds to get started.
VIEW WORLD ALLOCATION FUNDS
Connect with us

Learn more about how our World Allocation Funds can help investors pursue their financial goals.

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Research Paper

Building World Allocation Funds

Building World Allocation Funds

Other Resources

Risk Ratings of World Allocation Funds

Risk Ratings of World Allocation Funds

Article

Dimensional’s Approach to Asset Allocation

Dimensional’s Approach to Asset Allocation

Research Paper

Making Fixed Income More Flexible When Targeting Your Goals

Making Fixed Income More Flexible When Targeting Your Goals

This is a marketing communication. Please refer to the prospectus of the UCITS, KID and KIID before making any final investment decisions.


The World Allocation 20/80 Fund, World Allocation 40/60 Fund, World Allocation 60/40 Fund, World Allocation 80/20 Fund and World Equity Fund are sub-funds of Dimensional Funds plc which is structured as an umbrella fund with segregated liability between sub-funds, established as an open-ended investment company with variable capital under the laws of Ireland with registration number 352043. Dimensional Funds plc is authorised by the Central Bank of Ireland as an undertaking for collective investment in transferable securities (UCITS).


Dimensional funds are offered solely under the terms and conditions of the respective fund’s current prospectus and applicable UCITS Key Investor Information Document (KIID) and applicable Packaged Retail and Insurance-based Investment Products (PRIIPs) - Key Information Document (KID). Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus, KID and KIID carefully before investing. The latest version of the prospectus, applicable UCITS KIID (available in English) and applicable PRIIPs KID (available in English and the appropriate local language) may be obtained at www.dimensional.com or by contacting the fund’s administrator at +353 1 242 5536, its distributor Dimensional Ireland Limited at +353 1 576 9750 or, if in the United Kingdom, its sub-distributor Dimensional Fund Advisors Ltd., at +44 (0)20 3033 3300.


In addition, a summary of investor rights is available at www.dimensional.com/ssr. The summary is available in English.


Dimensional Funds plc are currently notified for marketing into a number of EU member states under the UCITS Directive. Dimensional Funds plc can terminate such notifications for any Dimensional funds at any time using the process contained in Article 93a of the UCITS Directive. Dimensional Funds plc are also recognised in the United Kingdom by the Financial Conduct Authority under the UK’s Overseas Funds Regime and can be marketed in the UK.


The principal risks of investing in the Dimensional funds may include one or more of the following: market risk, small companies risk, risk of concentrating in the real estate industry, foreign securities and currencies risk, liquidity risk, political risk, tax risk, settlement risk, risk associated with availability of market information, emerging markets risk, banking concentration risk, interest rate risk, risk of investing for inflation protection, fixed income risk and/or fund-of-funds risk. To more fully understand the risks related to an investment in the funds, investors should carefully read each fund’s prospectus, KID and KIID.