Dimensional Tops Trustnet 2022 Performance Table
One of the UK’s leading news and data providers for investors and advisers, Trustnet, has named Dimensional as the asset manager with the highest number of top-quartile funds in 2022.
FE fundinfo’s head of editorial, Gary Jackson, wrote, “Dimensional Fund Advisors is the asset management house that had the greatest success in topping the equity fund sectors in 2022.”1
The analysis focused on asset managers with more than five funds where quartile performance rankings are appropriate and found that 83% of Dimensional’s funds were first quartile in 2022, with the remainder in the second quartile. None of Dimensional’s equity funds included in the analysis were lower than second quartile.
Jackson added, “Dimensional is known for its evidence-based investment approach that uses academic research and market data to construct diversified, low-cost portfolios targeting specific dimensions of expected returns such as company size, value, profitability and momentum. This approach involves maintaining a long-term perspective while avoiding market timing and individual stock picking.”1
“Neither Dimensional nor its clients are particularly swayed by short-term performance,” said Nathan Lacaze, Co-CEO of Dimensional Fund Advisors Ltd., “but it is satisfying to see our disciplined and systematic approach to harnessing the power of the market has been rewarding.”
To read the full article, click here.
Ten-year performance table
PRINCIPAL RISKS
Risks include loss of principal and fluctuating value. Investing outside the country you live may involve special risks such as currency fluctuation and political instability. Risks include loss of principal and fluctuating value. Small cap securities are subject to greater volatility than those in other asset categories. Value investing is subject to risk which may cause underperformance compared to other equity investment strategies. For more detail about the risks related to an investment in the Fund, please see the corresponding KIID and prospectus and in particular "Special Considerations and Risk Factors".
Footnotes
-
1 Trustnet: The asset managers with the most equity funds in 2022's top quartiles
FOR PROFESSIONAL USE ONLY. NOT FOR USE WITH RETAIL INVESTORS OR THE PUBLIC.
The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by Dimensional to be reliable, and Dimensional has reasonable grounds to believe that all factual information herein is true as at the date of this material. It does not constitute investment advice, a recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. Before acting on any information in this document, you should consider whether it is appropriate for your particular circumstances and, if appropriate, seek professional advice. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorized reproduction or transmission of this material is strictly prohibited. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.
This material is not directed at any person in any jurisdiction where the availability of this material is prohibited or would subject Dimensional or its products or services to any registration, licensing, or other such legal requirements within the jurisdiction.
“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Japan Ltd., and Dimensional Hong Kong Limited.
RISKS
Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.
Performance data shown represents past performance and is not a guarantee of future results. Current performance may be higher or lower than the performance shown. Performance may increase or decrease as a result of currency fluctuations.
The principal risks of investing in the Dimensional funds may include one or more of the following: market risk, small companies risk, risk of concentrating in the real estate industry, foreign securities and currencies risk, liquidity risk, political risk, tax risk, settlement risk, risk associated with availability of market information, emerging markets risk, banking concentration risk, interest rate risk, risk of investing for inflation protection, fixed income risk and/or fund-of-funds risk. To more fully understand the risks related to an investment in the funds, investors should carefully read each fund’s prospectus, KID and KIID.
Diversification neither assures a profit nor guarantees against loss in a declining market.
Environmental and social screens may limit investment opportunities for the fund.
WHERE ISSUED BY DIMENSIONAL IRELAND LIMITED
Issued by Dimensional Ireland Limited (Dimensional Ireland), with registered office 25 North Wall Quay, Dublin 1, D01 H104, Ireland. Dimensional Ireland is regulated by the Central Bank of Ireland (Registration No. C185067).
Directed only at professional clients within the meaning of Markets in Financial Instruments Directive (MiFID) (2014/65/EU).
WHERE ISSUED BY DIMENSIONAL FUND ADVISORS LTD.
Issued by Dimensional Fund Advisors Ltd. (Dimensional UK), 20 Triton Street, Regent’s Place, London, NW1 3BF. Dimensional UK is authorised and regulated by the Financial Conduct Authority (FCA) - Firm Reference No. 150100.
Directed only at professional clients as defined by the rules of the FCA.
Dimensional UK and Dimensional Ireland issue information and materials in English and may also issue information and materials in certain other languages. The recipient’s continued acceptance of information and materials from Dimensional UK and Dimensional Ireland will constitute the recipient’s consent to be provided with such information and materials, where relevant, in more than one language.
Performance information is provided by Dimensional, as at the date of the material unless otherwise specified. To obtain performance data current to the most recent month-end, visit www.dimensional.com. Average annual total returns include reinvestment of dividends and capital gains.
This is a marketing communication. Please refer to the prospectus of the UCITS, KID and KIID before making any final investment decisions.
DIMENSIONAL FUNDS PLC:
Dimensional Funds plc is structured as an umbrella fund with segregated liability between sub-funds, established as an open-ended investment company with variable capital under the laws of Ireland with registration number 352043. Dimensional Funds plc is authorised by the Central Bank of Ireland as an undertaking for collective investment in transferable securities (UCITS).
DIMENSIONAL FUNDS II PLC:
Dimensional Funds II plc is structured as an umbrella fund with segregated liability between sub-funds, established as an open-ended investment company with variable capital under the laws of Ireland with registration number 431052. Dimensional Funds II plc is authorised by the Central Bank of Ireland as an undertaking for collective investment in transferable securities (UCITS).
DIMENSIONAL FUNDS ICVC:
Dimensional Funds ICVC is an investment company with variable capital incorporated with limited liability and registered in England and Wales with registration number IC000258 and authorised by the FCA as a UK UCITS. Dimensional UK is the Authorised Corporate Director of Dimensional Funds ICVC. The sub-funds are operated separately and the assets of each sub-fund are managed in accordance with the investment objective and policy applicable to that sub-fund.
The sub-funds were registered with the Commission de Surveillance du Secteur Financier (CSSF) on 4 September 2023, and are available for distribution to retail investors in Luxembourg.
Dimensional Funds ICVC (the “UK Funds”), Dimensional Funds plc, Dimensional Funds II plc and Dimensional Funds ICAV (the “Irish Funds”) (together the “Dimensional Funds”) are offered solely under the terms and conditions of the respective fund’s current prospectus and applicable UCITS Key Investor Information Document (KIID) and applicable Packaged Retail and Insurance-based Investment Products (PRIIPs) - Key Information Document (KID). Consider the investment objectives, risks, and charges and expenses of the Dimensional Funds carefully before investing. For this and other information about the Dimensional Funds, please read the prospectus, KID and KIID carefully before investing. The latest version of the prospectus, applicable UCITS KIID (available in English) and applicable PRIIPs KID (available in English and the appropriate local language) for the UK Funds may be obtained at www.dimensional.com or by contacting the Fund’s administrator, or its investment manager at +44 (0)20 3033 3300. The latest version of the prospectus, applicable UCITS KIID (available in English) and applicable PRIIPs KID (available in English and the appropriate local language) for the Irish Funds may be obtained at www.dimensional.com or by contacting the Fund’s administrator at +353 1 242 5536, its distributor Dimensional Ireland Limited at +353 1 576 9750 or, if in the United Kingdom, its sub-distributor Dimensional Fund Advisors Ltd. at +44 (0)20 3033 3300.
In addition, a summary of investor rights is available at www.dimensional.com/ssr. The summary is available in English.
Dimensional Funds plc, Dimensional Funds II plc and Dimensional Funds ICAV are currently notified for marketing into a number of EU member states under the UCITS Directive. Dimensional Funds plc, Dimensional Funds II plc and Dimensional Funds ICAV can terminate such notifications for any Dimensional funds at any time using the process contained in Article 93a of the UCITS Directive. Dimensional Funds plc, Dimensional Funds II plc and Dimensional Funds ICAV are also recognised in the United Kingdom by the Financial Conduct Authority under the UK’s Overseas Funds Regime and can be marketed in the UK.