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DIMENSIONAL EMERGING MARKETS CORE EQUITY - Fund overview

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Find rated global emerging markets funds


Overview of DIMENSIONAL EMERGING MARKETS CORE EQUITY

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. DIMENSIONAL EMERGING MARKETS CORE EQUITY does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  Global Emerging Markets
Product type  OEIC
Launched  February, 2004
Size  £415m
Yield 2.1%
Charging basis  –
Dividends paid  Feb, Aug
Bid price(inc) 2,469.00p
Bid price(acc) 2,772.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.50%
Total expense ratio 0.84%
Reduction in yield (10yr) 0.84%

Bestinvest says


No information available.

Portfolio

dimensional emerging markets core equity asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
dimensional emerging markets core equity equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 0%
Pacific 47%
Other Equity 53%
dimensional emerging markets core equity equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the Emerging Markets Core Equity Fund is to maximise long-term total return.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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