Fact sheet: Dimensional Selctly Hdg Gbl FIPfl

Fund information

Fund name
Dimensional Selectively Hedged Global Fixed Income Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund objective
To maximize total returns within the universe of domestic and foreign debt securities that the Portfolio invests. Total return is comprised of income and capital appreciation.
Benchmark
-
Investment style
-
Investment method
None

Quick stats

1 Year return

1.21 %

1 Year rank in sector

169/306

Sector

FO Fixed Int - Global

Yield
-
Fund size
-
FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.21 %1.68 %1.21 %0.55 %0.86 %
Sector0.01 %2.35 %2.2 %6.22 %9.68 %
Rank within sector249 / 345195 / 331169 / 306209 / 256148 / 185
Quartile th3 rd3 rd3 rd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund3.08 %3.27 %-3.17 %-1.57 %-1.11 %
Sector3.34 %4.59 %-1.64 %3.66 %-1.56 %
Rank within sector166 / 318147 / 287186 / 260205 / 22494 / 198
Quartile th3 rd3 rd3 rd4 th2 nd

Risk statistics

Alpha-1.65
Beta0.83
Sharpe-0
Volatility3.48
Tracking error2.67
Information ratio-0.74
R-Squared0.42

Price movement

52 week high9.77
52 week low9.38
Current bid price0
Current offer price0
Current mid price9.71

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-