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
None
Investment method
Shares

Quick stats

1 Year return

16.88 %

1 Year rank in sector

4/54

Sector

FO Property - International

Yield
-
Fund size
-
FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.72 %9.03 %16.88 %11.31 %31.49 %
Sector-1.63 %2.01 %3.43 %8.18 %28.75 %
Rank within sector3 / 534 / 554 / 5414 / 4522 / 39
Quartile th1 st1 st1 st2 nd3 rd

Calendar performance

YTD-20182017201620152014
Fund1.73 %15.38 %3.08 %-3.62 %11.55 %
Sector-1.23 %5.6 %3.37 %4.32 %16.05 %
Rank within sector5 / 538 / 5422 / 4939 / 4536 / 41
Quartile th1 st1 st2 nd4 th4 th

Risk statistics

Alpha1.06
Beta0.85
Sharpe0.11
Volatility10.93
Tracking error7.43
Information ratio0.03
R-Squared0.56

Price movement

52 week high5.33
52 week low4.68
Current bid price0
Current offer price0
Current mid price5.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-