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Dimensional Emerging Markets Core Eq

Ranked 164 out of 281 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Emerging Markets Core Equity Fund is to maximise long-term total return. The investment policy of this Fund is to purchase transferable securities of publicly-traded companies in emerging markets which the ACD deems eligible or of companies which derive a significant proportion of their business from such emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4%
2017 23.7% 11.8% 0.6% 2.6% 7.3%
2016 34.8% 10.0% 8.0% 12.7% 0.7%
2015 -10.1% 6.7% -5.6% -13.8% 3.5%
2014 5.7% -0.4% 4.6% 2.3% -0.8%
2013 -4.1% 6.8% -9.2% -0.6% -0.6%
2012 13.3% 10.9% -7.6% 4.6% 5.6%
2011 -19.8% -2.6% -0.3% -21.4% 5.0%
2010 27.4% 10.5% -6.3% 11.5% 10.3%
2009 65.0% 1.9% 20.5% 24.9% 7.7%
2008 -30.7% -9.7% -3.1% -15.2% -6.5%
2007 34.5% 4.9% 12.5% 8.2% 5.4%
2006 12.4% 9.5% -11.6% 4.9% 10.6%
2005 45.5% 2.8% 9.3% 16.8% 11.0%
2004 -6.7% 7.5% 11.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Germany
  3. United Kingdom

Fund Info

  • Launch date09/02/2004
  • Share Class size605Mn
  • Base currencyGBP
  • ISIN GB0033772624

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0

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