Dimensional Fund Advisors

Who is Dimensional?

Dimensional Fund Advisors (DFA) is a global investment manager dedicated to implementing the great ideas in finance. Guided by a firm belief in markets, the firm builds and manages strategies to help investors pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with leading financial academics underpin Dimensional’s approach and form the foundation for new strategies.

Dimensional is headquartered in Austin, Texas, and has offices across North America, Europe, and Asia. As of 31 December 2018, the firm manages $576 billion for investors worldwide.

DFA’s evidence-based approach to investing is grounded in economic theory and decades of empirical data to deliver the most data-driven investment results. Their investment strategy uses Nobel-prize-winning investment research in the most cost-effective manner, which is exemplified in their comparatively low expense ratios.

With close to 40 years of investment experience, DFA has approximately US$527 billion in firmwide assets under management, 1,400+ employees in 13 offices around the world, and one unified investment philosophy.

Dimensional funds trust markets and don’t gamble investors’ money on their hubris. Their strategies are not based on forecasting, which is often euphemised as “investment skill” or “dynamic allocation”. Dimensional shares our philosophy of staying invested in broadly diversified markets to capture long-term market return. This is evident through the historical performance of the USD Share Class of Dimensional Funds as shown below.

Historical Performance of USD Share Class of Dimensional Funds

Below is the historical performance of the USD share class of the three Dimensional funds making up our portfolios.

Dimensional Global Core Equity

Fund Performance (as of December 2019)

 

Performance
Fund/Benchmark 1 Year 3 Years 5 Years 10 Years Since Fund Inception Inception Date
Dimensional Global Core Equity Fund (USD, Acc.), net of fees 26.55% 11.04% 7.99% 9.02% 8.32% Oct-08
MSCI World Index (net div.) 27.67% 12.57% 8.74% 9.47%
Disclaimer:
USD fund performance was presented as the SGD fund was only registered with the Singapore Regulator in 2018. USD fund experience is not indicative of SGD fund experience.
Past Performance should also not be taken as an indication of future performance.
“Since Fund Inception” represents the first full month since inception.

Dimensional Global Core Equity

Fund Performance (as of December 2019)

 

Performance
Fund/Benchmark 1 Year 3 Years 5 Years 10 Years Since Fund Inception Inception Date
Dimensional Global Core Equity Fund (USD, Acc.), net of fees 26.55% 11.04% 7.99% 9.02% 8.32% Oct-08
MSCI World Index (net div.) 27.67% 12.57% 8.74% 9.47%
Disclaimer:
USD fund performance was presented as the SGD fund was only registered with the Singapore Regulator in 2018. USD fund experience is not indicative of SGD fund experience.
Past Performance should also not be taken as an indication of future performance.
“Since Fund Inception” represents the first full month since inception.

Dimensional Global Short Fixed Income

Fund performance (as of December 2019)

 

                

Performance
Fund/Benchmark 1 Year 3 Years 5 Years 10 Years Since Fund Inception Inception Date
Dimensional Global Short Fixed Income Fund (USD, Acc.), net of fees 4.05% 2.52% 2.25% 2.72% 2.82% Nov-08
FTSE World Government Bond Index 1 – 5 Years (hedged to USD) 3.86% 2.37% 1.92% 1.85%
Disclaimer:
USD fund performance was presented as the SGD fund was only registered with the Singapore Regulator in 2018. USD fund experience is not indicative of SGD fund experience.
Past Performance should also not be taken as an indication of future performance.
“Since Fund Inception” represents the first full month since inception.

Dimensional Emerging Market Large Cap Core Equity

Fund Performance (as of December 2019)

 

Performance
Fund/Benchmark 1 Year 3 Years Since Fund Inception Inception Date
Dimensional Emerging Markets Large Cap Core Equity Fund (USD, Acc.), net of fees 16.88% 10.57% 9.95% Mar-16
MSCI Emerging Markets Index (net div.) 18.42% 11.57%
Disclaimer:
USD fund performance was presented as the SGD fund was only registered with the Singapore Regulator in 2018. USD fund experience is not indicative of SGD fund experience.
Past Performance should also not be taken as an indication of future performance.
“Since Fund Inception” represents the first full month since inception.

Dimensional Global Core Fixed Income Fund

Fund Performance (as of December 2019)

 

                

Performance
Fund/Benchmark 1 Month 3 Months 6 Months 1 Year Since Fund Inception Inception Date
Dimensional Global Core Fixed Income Fund (USD, Acc.), net of fees -0.27% -0.45% 2.13% 9.44% 9.44% Jan-19
Bloomberg Barclays Global Aggregate (hedged to USD) -0.21% -0.49% 2.09% 8.22%
Disclaimer:
USD fund experience is not indicative of SGD fund experience.
Past Performance should also not be taken as an indication of future performance.
“Since Fund Inception” represents the first full month since inception.