Portfolio solution for FAIRHORIZON Red 100% return. Global developed market all caps equities. Active high diversified portfolio.
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Dimensional Fund Advisors is a systematic/quantitative focused firm founded in 1981, and is reputable for translating interesting academic research into practical and profitable investment solutions.
The Dimensional World Equity Fund is an actively managed fund seeking to achieve long-term total return by primarily investing in global developed markets equities, with no market capitalisation constraints and with flexibility to allocate up to 20% in emerging markets.
The fund adopts Dimensional’s general equity selection approach to overweight in small value companies and underweight in large growth companies in its quantitative models. The fund has a priority to target the smallest 10% to 15% of companies in each country in its investment process. Stock selection is primarily based on financial metrics including price-to-book and price-to-cash flow, as well as economic conditions and developments in the stock’s industry. The fund runs a highly diversified portfolio of >13000 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Dimensional Funds PLC - World Equity Fund
This is our reference benchmark solution for the FAIRHORIZON Red category, representing long-term global equities returns and volatility.
This is our reference benchmark solution for the FAIRHORIZON Red category, representing long-term global equities returns and volatility.
Dimensional’s reputable team of Nobel winners and other financial academic experts is responsible for the quantitative models that serve as the basis of all Dimensional funds.
The fund runs a quantitative model that overweight in small value companies and underweight in large growth companies.
Sectors
Geography