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 manager(s)
Fund objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
-
Investment method
Shares

Quick stats

1 Year return

4.52 %

1 Year rank in sector

24/46

Sector

FO Property - International

Yield
-
Fund size
-
FE Risk score

105

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.58 %3.01 %4.52 %13.27 %28.82 %
Sector1.57 %0.03 %3.59 %21.69 %34.49 %
Rank within sector47 / 4722 / 4724 / 4639 / 4131 / 36
Quartile th4 th2 nd3 rd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund9.36 %3.08 %-3.62 %11.55 %1.86 %
Sector4.18 %3.37 %4.32 %16.05 %0.9 %
Rank within sector14 / 4720 / 4436 / 4236 / 4019 / 38
Quartile th2 nd2 nd4 th4 th2 nd

Risk statistics

Alpha-1.01
Beta0.82
Sharpe0.01
Volatility10.85
Tracking error7.38
Information ratio-0.29
R-Squared0.57

Price movement

52 week high5.35
52 week low4.54
Current bid price0
Current offer price0
Current mid price5.14

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-