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Dimensional European Small Companies USD Acc

Ranked 155 out of 237 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Objective

The investment objective of the Fund is to achieve long-term total return. The investment policy of this Fund is to purchase securities of certain European-traded companies which the Investment Manager deems eligible small companies. Companies are considered small primarily based on market capitalisation. Generally, the Fund intends to purchase a broad and diverse group of shares of small companies traded on principal exchanges in certain European countries. In addition to investment in securities of small companies located in Europe, investments held by the Fund may include collective investment schemes which the Investment Manager considers will give consistent returns to investors in line with the target returns of the Fund.

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Performance

European Small & Medium Companies over : 31/03/2017 - 31/03/2018
  • Rank 155/237 Total Return
  • Rank 54/237 Standard Deviation
  • Rank 50/237 Max Drawdown
Fund Name Currency Return
153 Baring European Opportunities Class A EUR Acc EUR

6.6%
154 Anthracite B EUR

6.6%
155 Dimensional European Small Companies USD Acc EUR

6.5%
156 Didner & Gerge Small and Microcap EUR

6.4%
157 DNCA Invest Archer MID-CAP Europe B Cap EUR

6.4%
View full league table
Fund Name Currency Risk
53 Sextant PEA A EUR

8.7
54 Amonis Equity Europe Smid Cap C EUR

8.8
54 Dimensional European Small Companies USD Acc EUR

8.8
56 Maga Micro Cap Fund EUR EUR

8.8
View full league table
Fund Name Currency Loss
50 Dimensional European Small Companies USD Acc EUR

-4.1%
51 MFS Meridian Funds-European Smaller Cos A1 EUR EUR

-4.2%
52 Windmill Trend Evolution Fund EUR

-4.2%
View full league table

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 17.0% 7.4% 3.6% 3.6% 1.6%
2016 3.1% -5.4% -3.0% 8.5% 3.6%
2015 23.3% 18.0% 2.2% -4.9% 7.5%
2014 6.4% 6.2% 0.7% -2.9% 2.5%
2013 32.2% 7.0% 0.8% 12.7% 8.8%
2012 25.5% 14.7% -5.1% 8.4% 6.3%
2011 -17.4% 0.6% -1.1% -19.4% 3.1%
2010 27.1% 9.5% -4.8% 9.3% 11.5%
2009 44.1% -7.0% 26.7% 20.1% 1.9%
2008 -47.2% -11.9% -5.7% -14.1% -26.1%
2007 -8.1% 7.5% 2.8% -8.1% -9.5%
2006 30.8% 13.7% -4.6% 6.1% 13.8%
2005 35.7% 9.7% 6.8% 10.7% 4.6%
2004 2.6% -2.2% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Finland
  3. Germany
  4. Ireland
  5. Netherlands
  6. Sweden
  7. United Kingdom

Fund Info

  • Launch date26/02/2004
  • Share Class size144Mn
  • Base currencyUSD
  • ISIN IE0030982288

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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