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 objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

20.54 %

1 Year rank in sector

32/471

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

99

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.32 %14.13 %20.54 %19.21 %54.95 %
Sector1.12 %5.59 %13.29 %21.24 %55.54 %
Rank within sector75 / 50332 / 49232 / 471223 / 374174 / 286
Quartile th1 st1 st1 st3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund21.86 %5.34 %-0.38 %-6.21 %23.14 %
Sector10.7 %7.94 %0.71 %5.96 %21.26 %
Rank within sector35 / 485262 / 441251 / 391335 / 345136 / 302
Quartile th1 st3 rd3 rd4 th2 nd

Risk statistics

Alpha-2.31
Beta1.13
Sharpe0.06
Volatility11.95
Tracking error5.97
Information ratio-0.29
R-Squared0.76

Price movement

52 week high14.03
52 week low11.3
Current bid price0
Current offer price0
Current mid price14.02

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-