Dimensional Global Core Equity USD Acc

Ranked 282 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund is to maximize long-term total return. The policy of this Fund is to purchase securities of certain companies traded in global developed countries which the Investment Manager deems eligible. Under normal circumstances, the Fund will invest most of its net assets in securities of companies located in global developed countries. The Fund will generally be overweighted in small companies and in shares which the Investment Manager deems to be eligible value stocks, and underweighted in large growth companies. Companies are considered small primarily based on a company’s market capitalisation. Securities are considered value stocks primarily because a company’s shares have a high book value in relation to their market value.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -5.5% -4.6% 7.8% 5.1% -12.5%
2017 11.1% 4.6% 0.0% 1.5% 4.6%
2016 30.6% 3.1% 8.6% 8.4% 7.6%
2015 3.7% 7.8% -5.2% -5.4% 7.3%
2014 9.9% 1.1% 2.0% 1.5% 4.9%
2013 24.9% 15.5% 0.8% 1.9% 5.4%
2012 11.6% 9.0% -4.1% 3.4% 3.1%
2011 -7.2% 3.0% -0.2% -16.5% 8.0%
2010 17.0% 10.4% -11.7% 8.6% 10.5%
2009 17.0% -12.6% 6.7% 22.2% 2.6%
2008 -1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Apple Inc ORD 1.69%
Microsoft Corp ORD 1.30%
Amazon.com Inc ORD 1.17%
Facebook Inc ORD 0.66%
JPMorgan Chase & Co ORD 0.62%
Verizon Communications Inc ORD 0.62%
Johnson & Johnson ORD 0.58%
Alphabet Inc ORD 0.56%
Berkshire Hathaway Inc ORD 0.55%
Intel Corp ORD 0.54%
31/03/2019

Registered For Sale In

  1. Finland
  2. Germany
  3. Ireland
  4. Netherlands
  5. Singapore
  6. Sweden
  7. United Kingdom

Fund Info

  • Launch date03/09/2008
  • Share Class size1,665Mn
  • Base currencyUSD
  • ISIN IE00B2PC0153

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.00%

Related News

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