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

0.72 %

1 Year rank in sector

23/46

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-0.78 %5.79 %0.72 %9.55 %31.37 %
Sector0.23 %1.1 %-0.22 %17.1 %33.37 %
Rank within sector34 / 4718 / 4723 / 4640 / 4226 / 36
Quartile th3 rd2 nd2 nd4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund8.94 %3.08 %-3.62 %11.55 %1.86 %
Sector2.12 %3.37 %4.32 %16.05 %0.9 %
Rank within sector12 / 4721 / 4537 / 4337 / 4119 / 39
Quartile th2 nd2 nd4 th4 th2 nd

Risk statistics

Alpha-1.98
Beta0.87
Sharpe-0
Volatility11.53
Tracking error7.51
Information ratio-0.37
R-Squared0.6

Price movement

52 week high5.64
52 week low4.54
Current bid price0
Current offer price0
Current mid price5.12

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-