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DFA World Core Equity Portfolio;Institutional

Ranked 7 out of 18 in Global Large-Cap Core over 12 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation. The Fund invests its assets in the following manner; 50 to 80% in the US Core Equity I Portfolio and US Large Company Portfolio; 15 to 45% in the International Core Equity Portfolio and Large Cap International Portfolio and the rest in Emerging Markets.

sector performance

Global Large-Cap Core
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -0.2%
2017 25.1% 6.9% 4.3% 5.2% 6.7%
2016 10.7% 1.1% 0.9% 6.2% 2.2%
2015 -2.5% 3.0% 1.0% -9.9% 4.1%
2014 2.5% 1.6% 4.9% -3.9% 0.1%
2013 29.5% 9.0% 1.4% 7.3% 9.3%
2012 -3.4% 6.6% 1.7%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date07/03/2012
  • Share Class size801Mn
  • Base currencyUSD
  • ISINUS25239Y1055

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%