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 Financial Happenings Blog 
Wednesday, October 17 2007

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

 

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Posted by: Scott Keefer AT 07:10 pm   |  Permalink   |  Email
 
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