Dimensional Global Core Equity AUD Hgd (DFA0009AU) Report & Performance

Dimensional Global Core Equity AUD Hgd is an Managed Funds investment product that is benchmarked against Developed -World Index and sits inside the Foreign Equity - Currency Hedged Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The Dimensional Global Core Equity AUD Hgd has Assets Under Management of 3.91 BN with a management fee of 0.36%, a performance fee of 0.00% and a buy/sell spread fee of 0.24%.

The recent investment performance of the investment product shows that the Dimensional Global Core Equity AUD Hgd has returned 1.04% in the last month. The previous three years have returned 7.7% annualised and 15.1% each year since inception, which is when the Dimensional Global Core Equity AUD Hgd first started.

There are many ways that the risk of an investment product can be measured, and each measurement provides a different insight into the risk present. They can be used on their own or together to perform a risk assessment before investing, but when comparing investments, it is common to compare like for like risk measurements to determine which investment holds the most risk. Since Dimensional Global Core Equity AUD Hgd first started, the Sharpe ratio is NA with an annualised volatility of 15.1%. The maximum drawdown of the investment product in the last 12 months is -3.62% and -26.09% since inception. The maximum drawdown is defined as the high-to-low decline of an investment during a particular time period.

Relative performance is what an asset achieves over a period of time compared to similar investments or its peers. Relative return is a measure of the asset's performance compared to the return to the other investment. The Dimensional Global Core Equity AUD Hgd has a 12-month excess return when compared to the Foreign Equity - Currency Hedged Index of 0.92% and 0.31% since inception.

Alpha is an investing term used to measure an investment's outperformance relative to a market benchmark or peer investment. Alpha describes the excess return generated when compared to peer investment. Dimensional Global Core Equity AUD Hgd has produced Alpha over the Foreign Equity - Currency Hedged Index of NA% in the last 12 months and NA% since inception.

For a full list of investment products in the Foreign Equity - Currency Hedged Index category, you can click here for the Peer Investment Report.

Dimensional Global Core Equity AUD Hgd has a correlation coefficient of 0.99 and a beta of 1.14 when compared to the Foreign Equity - Currency Hedged Index. Correlation measures how similarly two investments move in relation to one another. This establishes a 'correlation coefficient', which has a value between -1.0 and +1.0. A 100% correlation between two investments means that the correlation coefficient is +1. Beta in investments measures how much the price moves relative to the broader market over a period of time. If the investment moves more than the broader market, it has a beta above 1.0. If it moves less than the broader market, then the beta is less than 1.0. Investments with a high beta tend to carry more risk but have the potential to deliver higher returns.

For a full quantitative report on Dimensional Global Core Equity AUD Hgd and its peer investments, you can click here for the Peer Investment Report.

For a full quantitative report on Dimensional Global Core Equity AUD Hgd compared to the Developed -World Index, you can click here.

To sort and compare the Dimensional Global Core Equity AUD Hgd financial metrics, please refer to the table above.

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SMSF Mate does not receive commissions or kickbacks from the Dimensional Global Core Equity AUD Hgd. All data and commentary for this fund is provided free of charge for our readers general information.