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 Financial Happenings Blog 
Thursday, May 15 2008

Today we have posted graphs for the Dimensional funds that we use to build investment portfolios for our clients.  They have been updated to include performance up until the 30th of April 2008.

 

 

Some interesting points to note:

 

- the month of April has seen a nice pick up in investment returns both in Australia and globally.  Take a look at the growth of wealth graphs to see this impact.

 

- the Dimensional Australian Value Trust has outperformed the ASX200 by 3.76% per annum over the past 7 years. (After fees)

 

- the Dimensional Australian Small Company Trust has outperformed the ASX200 by 4.51% per annum over the past 7 years. (After fees)

 

- the Dimensional Global Value Trust has outperformed the MSCI World ex Australia Index by 4.58% per annum over the past 7 years. (After fees)

 

- the Dimensional Global Small Company Trust has outperformed the MSCI World ex Australia Index by 6.07% per annum over the past 7 years. (After fees)

 

- the Dimensional Emerging Markets Trust has outperformed the MSCI World ex Australia Index by 14.22% per annum over the past 7 years. (After fees)

 

Some words of caution:

 

- past performance does not provide a good prediction of future performance

 

- the premiums on top of the market return that have been experienced are above what we would expect in the long term, value premiums should be 2-3% small company premiums 3-4% over the relevant market index.

 

 

If you would like to know more about how we use these funds to build investment portfolios please take a look at our Building Portfolios page.  This philosophy is based on strong scientific research - please take a look at Our Research Based Approach pages for more detail.

 

If you would like more information please be in contact.

Posted by: Scott Keefer AT 09:30 pm   |  Permalink   |  Email
 
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