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

15.43 %

1 Year rank in sector

11/52

Sector

FO Property - International

Yield
-
Fund size
-
FE Risk score

104

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.76 %3.58 %15.43 %10.08 %28.97 %
Sector1.14 %2.93 %8.11 %15.23 %36.39 %
Rank within sector3 / 5125 / 5311 / 5231 / 4434 / 38
Quartile th1 st2 nd1 st3 rd4 th

Calendar performance

YTD-20172016201520142013
Fund10.85 %3.08 %-3.62 %11.55 %1.86 %
Sector4.67 %3.37 %4.32 %16.05 %0.9 %
Rank within sector13 / 5322 / 4839 / 4536 / 4120 / 39
Quartile th1 st2 nd4 th4 th3 rd

Risk statistics

Alpha-1.29
Beta0.83
Sharpe-0
Volatility10.67
Tracking error7.38
Information ratio-0.29
R-Squared0.55

Price movement

52 week high5.25
52 week low4.54
Current bid price0
Current offer price0
Current mid price5.21

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-