Dimensional Em Mkts Large Cap Core Eq Z Inst USD

Ranked 136 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Objective

The investment policy of this Fund is to purchase a broad market coverage of equity and equity-related securities including, without limitation, common stock, preferred stock and depositary receipts of larger companies associated with emerging markets, which may include frontier markets (emerging market countries in an earlier stage of development). The eligible universe of securities that the Fund intends to invest in will generally comprise the largest companies. Securities are considered large cap stocks primarily based on market capitalisation. A company's market capitalisation is the number of its shares outstanding times its price per share.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -8.7% -1.1% -4.2% 1.8% -5.4%
2017 23.9% 11.6% 1.0% 3.7% 6.0%
2016 35.2% 11.2% 8.6% 11.4% 0.5%
2015 -14.8% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Singapore
  3. United Kingdom

Fund Info

  • Launch date30/04/2015
  • Base currencyUSD
  • ISIN IE00BWGCGB67

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).