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Dimensional Global Large Company Trust

Ranked 1062 out of 2985 in - Global over 12 months
All calculations are in USD unless stated

Objective

To provide long-term capital growth by gaining exposure to a diversified portfolio of large companies associated with approved developed markets (excluding Australia). Securities that provide exposure to large companies associated with approved developed markets (excluding Australia).

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

Performance

Global over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 4.6% 5.1%
2016 7.8% -0.3% 0.5% 5.2% 2.3%
2015 -1.1% 2.4% 0.7% -8.7% 5.0%
2014 3.4% 0.9% 5.0% -2.7% 0.3%
2013 27.8% 7.5% 1.3% 8.4% 8.3%
2012 15.4% 11.4% -5.3% 6.5% 2.7%
2011 -5.1% 4.9% 0.6% -16.4% 7.6%
2010 11.8% 3.3% -12.4% 13.6% 8.8%
2009 28.0% -12.2% 19.8% 16.7% 4.3%
2008 -40.0% -8.8% -1.9% -13.9% -22.2%
2007 8.6% 2.5% 6.4% 2.4% -2.8%
2006 19.8% 6.6% -0.4% 4.6% 7.9%
2005 8.7% -1.5% 0.0% 7.1% 3.0%
2004 14.4% 2.9% 0.9% -1.7% 12.0%
2003 32.3% -5.7% 17.1% 5.1% 14.0%
2002 -18.5% 0.4% -7.8% -17.8% 7.1%
2001 -16.3% -12.3% 2.4% -14.1% 8.4%
2000 -5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date18/08/2000
  • Share Class size143Mn
  • Base currencyAUD
  • ISIN AU60DFA01057

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment0

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