Fact sheet: Dimensional Intl Core Eq Pfl

Fund information

Fund name
Dimensional International Core Equity Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund manager(s)
Fund objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

26.02 %

1 Year rank in sector

34/488

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

101

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.92 %9.51 %26.02 %33.52 %55.44 %
Sector1.64 %5.44 %15.38 %28.79 %62.25 %
Rank within sector262 / 50457 / 50034 / 488153 / 388217 / 298
Quartile th3 rd1 st1 st2 nd3 rd

Calendar performance

YTD-20172016201520142013
Fund25.37 %5.34 %-0.38 %-6.21 %23.14 %
Sector15.6 %7.94 %0.71 %5.96 %21.26 %
Rank within sector45 / 489266 / 444252 / 392333 / 343136 / 300
Quartile th1 st3 rd3 rd4 th2 nd

Risk statistics

Alpha0.32
Beta1.12
Sharpe0.44
Volatility11.51
Tracking error5.38
Information ratio0.19
R-Squared0.78

Price movement

52 week high14.35
52 week low11.58
Current bid price0
Current offer price0
Current mid price14.19

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-