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

26.25 %

1 Year rank in sector

32/477

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

100

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.1 %15.24 %26.25 %33.71 %56.08 %
Sector2.59 %7.66 %16.52 %32.44 %59.35 %
Rank within sector334 / 50541 / 49932 / 477194 / 382188 / 294
Quartile th3 rd1 st1 st3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund23.71 %5.34 %-0.38 %-6.21 %23.14 %
Sector13.43 %7.94 %0.71 %5.96 %21.26 %
Rank within sector38 / 490264 / 445257 / 397338 / 348139 / 306
Quartile th1 st3 rd3 rd4 th2 nd

Risk statistics

Alpha-0.85
Beta1.11
Sharpe0.31
Volatility11.58
Tracking error5.68
Information ratio-0.05
R-Squared0.76

Price movement

52 week high14.21
52 week low11.3
Current bid price0
Current offer price0
Current mid price14.17

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-