Fact sheet: Dimensional Intl Real Est Secs Pfl

Fund information

Fund name
Dimensional International Real Estate Securities Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
-
Investment method
Shares

Quick stats

1 Year return

-1.69 %

1 Year rank in sector

22/45

Sector

FO Property - International

Yield
-
Fund size
-
FE Risk score

102

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.98 %6.83 %-1.69 %5.25 %36.13 %
Sector-0.69 %-0.74 %-2.18 %13.25 %34.05 %
Rank within sector2 / 463 / 4622 / 4535 / 4219 / 36
Quartile th1 st1 st2 nd4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund9.79 %3.08 %-3.62 %11.55 %1.86 %
Sector1.9 %3.37 %4.32 %16.05 %0.9 %
Rank within sector6 / 4621 / 4437 / 4337 / 4119 / 39
Quartile th1 st2 nd4 th4 th2 nd

Risk statistics

Alpha-1.82
Beta0.87
Sharpe-0
Volatility11.57
Tracking error7.52
Information ratio-0.35
R-Squared0.6

Price movement

52 week high5.73
52 week low4.54
Current bid price0
Current offer price0
Current mid price5.16

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-