We have updated our Building Portfolios web page to reflect 5 year investment returns up to the end of September 2007 for our preferred style of investments offered by Dimensional Fund Advisors. The returns continue to reflect the premiums from investing in the small and value segments of both the Australian and international markets. They look as follows:
Australian Shares
Average Annual Returns:
|
|
5 Year Annual Return
to End September 2007 |
|
Dimensional - Australian Large Company Trust |
21.54% |
|
Dimensional - Australian Value Trust |
23.32% |
|
Dimensional - Australian Small Company Trust |
26.25% |
Growth of $10,000 Invested over the 5 years:
|
|
5 Year Annual Return
to End September 2007 |
|
Dimensional - Australian Large Company Trust |
$26,521 |
|
Dimensional - Australian Value Trust |
$28,521 |
|
Dimensional - Australian Small Company Trust |
$32,074 |
International Shares
Average Annual Returns:
|
|
5 Year Annual Return
to End September 2007 |
|
Dimensional - Global Large |
7.66% |
|
Dimensional - Global Value |
11.82% |
|
Dimensional - Global Small |
12.31% |
|
Dimensional - Emerging Markets |
24.14% |
Growth of $10,000 Invested over the 5 years:
|
|
5 Year Annual Return
to End September 2007 |
|
Dimensional - Global Large |
$14,463 |
|
Dimensional - Global Value |
$17,482 |
|
Dimensional - Global Small |
$17,869 |
|
Dimensional - Emerging Markets |
$29,482 |
Click
here to be taken to the page.
