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Dimensional Emerging Markets Targeted Value Acc

Ranked 8 out of 36 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in USD unless stated

Objective

The investment objective of the Emerging Markets Targeted Value Fund is to maximise long-term total return. The investment policy of the Fund is to purchase securities of publicly traded companies listed in emerging markets which the Investment Manager deems both eligible smaller companies and eligible value stocks.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets Smaller Companies over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 36.6% 16.8% 3.1% 5.9% 7.1%
2016 11.9% 7.5% 1.6% 8.9% -5.9%
2015 -15.6% 0.2% -0.9% -16.5% 1.7%
2014 0.1% 1.6% 7.2% -3.7% -4.6%
2013 -2.4% 0.6% -9.0% 4.5% 2.1%
2012 25.4% 18.3% -9.0% 6.9% 8.9%
2011 -26.9% -1.1% -0.4% -27.6% 2.4%
2010 30.3% 5.6% -7.6% 23.3% 8.3%
2009 99.1% -3.0% 48.1% 25.0% 10.9%
2008 -54.3% -11.7% -5.8% -25.2% -26.5%
2007 6.6% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Ireland
  3. Netherlands
  4. United Kingdom

Fund Info

  • Launch date23/04/2007
  • Share Class size314Mn
  • Base currencyUSD
  • ISIN IE00B1W6DN61

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment0

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