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

29.81 %

1 Year rank in sector

44/482

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund7.33 %14.74 %29.81 %42.25 %57.29 %
Sector3.62 %8.74 %17.27 %31.56 %61.28 %
Rank within sector17 / 50140 / 49744 / 48285 / 389209 / 303
Quartile th1 st1 st1 st1 st3 rd

Calendar performance

YTD-20182017201620152014
Fund4.68 %28.05 %5.34 %-0.38 %-6.21 %
Sector2.68 %16.28 %7.94 %0.71 %5.96 %
Rank within sector51 / 49941 / 482262 / 438248 / 388332 / 341
Quartile th1 st1 st3 rd3 rd4 th

Risk statistics

Alpha1.37
Beta1.11
Sharpe0.6
Volatility11.35
Tracking error5.23
Information ratio0.39
R-Squared0.79

Price movement

52 week high15.22
52 week low11.98
Current bid price0
Current offer price0
Current mid price15.28

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-